Delhi, Delhi, India
Not disclosed
On-site
Full Time
Position:- Manager/Sr. Manager Experience:- 5-10 Years CTC- Upto 20 LPA Locations: Delhi, Gurgaon, Kochi, Chennai, Coimbatore Client: ABC Sales (Direct sales) for leading asset Management Company Job Role - The key areas of responsibilities are as follows: 1. Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximize client experience by proactively sharing market updates, trends and other information. 8. Ensure compliance with all regulatory requirements and company’s policies & processes at all times. - Knowledge & Essential Skills: - Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. - Good knowledge of financial products. - Consistently exceed the client’s expectations by being dedicated and passionate. - Excellent communication skills and a strong executive presence Academics: MBA – Finance (Full Time) or CA or CFA or CFP Show more Show less
Delhi, Delhi, India
Not disclosed
On-site
Full Time
We have an urgent position Manager/Sr. Manager -ABC Sales (Direct sales) for leading asset Management Company. PFB the details:- Position:- Manager/Sr. Manager Experience:-8+ Years CTC- Up to 20 LPA Job Role - The key areas of responsibilities are as follows: 1. Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximize client experience by proactively sharing market updates, trends and other information. 8. Ensure compliance with all regulatory requirements and company’s policies & processes at all times. - Knowledge & Essential Skills: - Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. - Good knowledge of financial products. - Consistently exceed the client’s expectations by being dedicated and passionate. - Excellent communication skills and a strong executive presence Academics: MBA – Finance (Full Time) or CA or CFA or CFP Show more Show less
Delhi, Delhi, India
Not disclosed
On-site
Full Time
We have an urgent position Manager/Sr. Manager -ABC Sales (Direct sales) for leading asset Management Company (AMC) Position:- Manager/Sr. Manager Experience:- 5+ Years CTC- Up to 18 LPA Job Role - The key areas of responsibilities are as follows: 1. Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximize client experience by proactively sharing market updates, trends and other information. 8. Ensure compliance with all regulatory requirements and company’s policies & processes at all times. - Knowledge & Essential Skills: - Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. - Good knowledge of financial products. - Consistently exceed the client’s expectations by being dedicated and passionate. - Excellent communication skills and a strong executive presence Academics: MBA – Finance (Full Time) or CA or CFA or CFP Show more Show less
Nashik, Maharashtra, India
Not disclosed
On-site
Full Time
Designation: - Retail Sales Experience: - 2+ years NISM certification is added advantage Location:- Nashik Job Role - The key areas of responsibilities are as follows: - Increase AUM, Net Sales, and Market Share of AMC at the Branch - Channel management across IFA’s, National Distributors and Banks - Ensure standards of Customer Service and Compliance are met at the Branch - Monitoring the servicing of clients with regards to their payments, redemptions, and specific queries Knowledge & Essential Skills: - Ability to think through & implement necessary strategies to insure healthy shares in the region - Relationship skills necessary to manage high end distributors & investors. - In-depth knowledge of MF industry , products & Financial Markets ( Equity / Debt / ETFs ) - High Enthusiasm & Aggression - Team Managing Skills - Pleasing personality & an excellent communication skills Show more Show less
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