Wealth Manager - Sales - Investment Product (3-8 yrs)
Profile - Wealth Partnerships
KRA -
1. Service existing client base as per induction training and SOP
2. Acquire and service IFA's and B2B partnerships ( Wealth Managers / Wealth Fintech / Multi Family offices ) to distribute fixed income products
3. Acquire and service Alternate asset managers/ Family offices investing in fixed income and credit assets
4. Revenue generation by compliant transaction executions done on behalf of clients
Job description :
1. Create and maintain database of existing and new clients
2. Self-generated MIS reviews at the discretion of reporting manager
3. Cold - calls , extensive travelling pan India
4. Develop , maintain fixed income markets content
5. Execution of client's order & end to end settlement process
6. Engage in all the activities self-defined and as defined by reporting manager which contribute to market presence, visibility, business growth and networking
7. Engaging with respective product teams for business execution
Qualifying Criteria :
1. M.com / MBA / CA / CFA / Accredited Master's degree in any discipline (Finance Marketing will be preference)
2. Previous work experience in sales profile in capital markets , mutual funds / insurance
3. Excellent Communication and presentation skills
4. Proficient is MS Excel and PowerPoint
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
