1. Empanelling and Driving CAs & Tax Consultants (Partners) - by conducting Events with AMC. Target to empanel 50 Partners across Maharashtra and conduct 15Events per year (In house events) and 15 Corporate Events.
2. SakalMoney Portfolio Check-up Camps have got immense feedback and success from Investors and the primary goal is to carry this legacy forward.
3. SakalMoney customer login and Partner Login demo to all Partners and handholding their transactions and troubleshooting their transaction issues.
4. Identifying prospective business, establishing strategic partnership and alliances, generating business from the existing accounts and achieving profitability and increased sales growth.
5. Tapping Corporate Clients for Treasury Products.
6. Mapping clients requirements and providing them expert advisory services pertaining to selection of various financial products.
7. Building and strengthening relationships with key accounts; ensuring high customer satisfaction by providing them with complete product support
1. Thorough knowledge of Fixed Income Products and concepts like Modified Duration, YTM, Income v/s Accrual Strategy, Credit Rating categories, Carry etc.
2. Target oriented Sales Manager with a hunger for over achieving and bettering the Wealth Camp conversion into sales.
3. Ability to handle and convert high profile customers backed by knowledge of financial products, selling skills and query/objection handling attitude.
4. Minimum 6-7 years of hands down experience in selling / managing team in sales of Fixed Income Products and managing the documentation, compliance, for Mutual Fund Operations.
5. Experience of Treasury Operations and Fixed Income Certification will be given preference.
6. Certifications from FIMDA or any other Debt Courses will be given preference.
Salary: Not Disclosed by Recruiter
Industry: Accounting / Finance
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time