Key Responsibilities :

- Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF.

- Activate clients and increase productivity in terms of no. of applications and volume. Enhance and upgrade the Client Net worth relationships.

- Identify prospective clients and build relationship for selling the products of the AMC.

- Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand.

- Acquisition & Servicing of HNI/UHNI customers

- Adhere to the defined sales process and reporting requirements.

- Use internal and external data for sharper focus and market intelligence.

- Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.

- Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements.

- Responsibilities would also include the day-to-day management of internal office work/back office (if applicable) and timely MIS.

- Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements.

- Represents the company in the allotted area and will strive to ensure that the company's image is always upheld and projected in the appropriate manner.

- Any other Job as assigned by the management from time to time

Behavioral Competencies :

- Effective Interpersonal skills

- Strong Communication skills

- Adaptability

- Effective Relationship building

Role Specific Competencies :

- Effective networking skill

- Self-Starter and Ability to work on multiple tasks simultaneously

- Quick learning Ability

- Always updated with latest information on products

- Strong memory to recall product information

- Ability to gauge the client's interest and orientation, and to pitch for suitable products

- Keen interest in markets

- Ability to come up with insightful information during the client discussion

Minimum Qualification: Graduate/Postgraduate in Finance

Work Experience : 3 - 8 years relevant experience in managing HNIs, Ultra-HNIs customers segments.

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