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28/12 Gerard Raj
Recruitment Partner at Sashr Consultants

Views:19 Applications:11 Rec. Actions:Recruiter Actions:0

Regional Sales Head - Portfolio Management Services (15-17 yrs)

Lucknow Job Code: 305789

Job Title/Designation : Regional Sales Head - Lucknow (Business Development - Portfolio Management Services)

Job Location : Lucknow

Job Description :

- Support the company's distribution initiatives and build relationships with key distributors

- Increase market share & visibility amongst select key distributors and manage new distributor empanelment

- Joint calls with distributor RM in a competitive market and assist them in documentation

- Channelize key market intelligence to the products & Investment team

- Liaise with investment team for investment ideas, distributor's visits, concalls, etc.

- Liaise with Operations & Customer Service team to provide seamless experience to customers

- Ensure compliance with regulatory framework at all times & with brand value

- Follow applicable KYC norms & other regulatory requirements

- To complete mandatory certifications & other knowledge upgradation activities

- Constant updation on new products & best practices

Candidate Details :

- MBA/PG equivalent

- 15+ years experience

- The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region

- Has managed key distributor relationships with MNC banks like HDFC, SCB, Citi, Kotak wealth etc.

- Thorough Knowledge & Understanding of Portfolio Management Services (PMS) & Alternate Investment Funds (AIF)

- Thorough Knowledge & Understanding of equity markets

- Willing to work in an Individual contributor role

- CTC on offer

- Best in the industry

About Client :

- Our client is a leading financial institution dedicated to providing comprehensive wealth management solutions. With a commitment to excellence and a client-centric approach, our client aims to help individuals and institutions achieve their financial goals through personalized investment strategies.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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