Job Description

Role & responsibilities : Primary job responsibilities: • Increase in market share & revenue with assigned set of investors - family offices and Large / Small clients. • Produce superior sales results in terms of gross sales, net sales and market share in all asset classes. • Reactivate and acquire new investors in the aforesaid segment. • Engage with clients through sales tools, charts, regular market and product updates, digital/face to face meeting to create long term book of assets. • Advise clients on latest market development and fund house view to have top of mid recall. • Leverage on MIS, CRM and other market data to do effective sales • Share timely feedback on competition and market deals to superiors • Develop external market intelligence to improve network and help in generating business Knowledge required for the role • Strong knowledge of capital markets (equity & fixed income), products and other financial products • Deep understanding of Sales process • Understanding of macro-economic variables and mutual fund products • Knowledge of family offices & institutional market of Chennai & Delhi.