Founder at MyLead FinTech Private Limited
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MyLead FinTech - Corporate Client Partnership/Sales Role (2-5 yrs)
Responsibilities and Duties :
- Offering mainly Mutual Fund Products, Corporate FD from wide range of Financial Services and Treasury Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.
- Conducting comprehensive review of client portfolios, including interacting with clients to assesss trategies based on objectives and risk profile
- Selling Mutual Fund/Corporate FD/Debt
- Responsible for building AUM and revenue generation as per company benchmarks
- Responsible for meeting cross sales targets
- Ensuring high quality service and key Customer Relationship Management
- Comply with KYC/Regulatory rules, regulations and legislation
Qualification :
- Graduate/Post Graduate/MBA
- NISM VA certification MUST.
We'd love you to have :
- Good business sense
- Product knowledge
- Result oriented
- Prospecting and closing skills
