Wealth Management Full Time

Key Responsibilities :

– Establish and support various channels of customer outreach for the company, such as bank partnerships and achieve sales targets from these channels

– Run and manage day to day business and operations for one or more of our partner banks

– Set up processes, systems and monitor all key business metrics for the partnership and also the deliverables of his/her direct team

– Maintain strong working relationships with the bank representatives to ensure the products and services of the organization are marketed and sold optimally

– Plan, organize and implement promotional activities in various bank branches

– Function as point of contact for conflict resolution, customer support and ensuring that the queries are resolved in a timely and professional manner

– Keep abreast with latest developments in the organization’s products and services

– Will Manage HNI Clients

– Will directly Manage a team of Area Heads.

Skills/Competencies : 

– A good leader

– Seamless Communication in English, Hindi and Regional/local language(must)

– Knowledge of Mutual Funds, Insurance, Equity, Debt Markets

– Customer/Client Focus

– Decision Making

– Problem Analysis/Solving

– Results Driven

– Teamwork Orientation

– Networking skills & ability to build long-term professional relationships

– Managed large teams

Experience :

– 12-15 years of relevant experience

– Experience in B2C sales / business development or relationship management

– Professionals having sales/marketing experience in financial services like bancassurance channel of insurance company, corporate sales team in a bank, franchisee management in a broker / distributor will be given priority.

– Candidates with record of outperforming sales/revenue targets will be given prominence

– An ideal candidate will also come with experience of marketing and selling financial products such as Mutual Funds,Insurance, Equity and Debt Markets.

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