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
