1. Empanelling and Driving Wealth Managers (Partners) - by conducting PMS Events with AMC. Target to empanel 50 Partners across Maharashtra and conduct 15PMS Events per year (In house events) and 15 Corporate PMS 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. Mapping clients requirements and providing them expert advisory services pertaining to selection of various financial products.
6. Building and strengthening relationships with key accounts; ensuring high customer satisfaction by providing them with complete product support
1. Thorough knowledge of Wealth Management and Concepts of Asset Allocation in Portfolio planning and Wealth Management Tools.
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 Wealth Managementand managing the documentation, compliance, for Mutual Fund Operations.
5. Experience of wealth management and CFP Certification will be given preference.
6. NISM MF Distributor V-A exam cleared and IRDA qualified Insurance candidates will be preferred.
Salary: Not Disclosed by Recruiter
Industry: Accounting / Finance
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales Executive/Officer
Employment Type: Permanent Job, Full Time