Portfolio Expert - Mutual Funds, PMS, AIF QuickTurtle

7 - 10 years

8 - 10 Lacs

Chennai, Bengaluru, Trivendrum

Work from Office

1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base.3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research / updates to team members and Super Investor clients of the company.4) Training the team on portfolio reviews will be one of the key responsibilities.5) Minimum productivity across team members in asset gathering6) Servicing and garnering assets of Super Investors of the company in the given geography7) Interact closely with the key stake holders8) Make customers eligible for upgrade to other segments Location - Bangalore, Trivendrum, Chennai, Surat, Mumbai, Delhi, Hyderabad, Vadodra, Ahmedabad, Kolkata, Pune. 7 - 10 years of work experience in the financial services industry and relevant regulatory certifications Should have great client management skills. Strong analytical skills to interpret market and business information

Posted 4 months ago

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VP/ AVP/ Manager , PCG (Pvt. Client Group) Advisory QuickTurtle

5 - 10 years

8 - 15 Lacs

Ahmedabad, Chennai, Surat

Work from Office

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. Location: Kolkata,Bengaluru,Mumbai,Hyderabad,Pune,Trivendrum, Delhi, Vadodra

Posted 4 months ago

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Area Sales Manager/ Regional Sales Manager Dabur

3.0 - 8.0 years

30 - 40 Lacs

ernakulam, trivendrum

Work from Office

Area Sales Manager/Regional Sales Manager (Depends on work experience and MBA passout year) Job Summary : - To meet sales target in his/her area and to ensure sales growth to ensure growth of companys top line. PRINCIPAL RESPONSIBILITIES : - Sales target achievement : - Ensures achievement of sales targets for the designated territory. Channel Management : - Defines and manages the distribution structure. Develops and manages the stockist network and ensures implementation of company norms at stockist level. Commercial control and market hygiene : - Controls credit and maintains financial disciplines and controls in territory. Creates and maintains market hygiene in territory. Sales Planning &Analysis : - Analyses and manages relevant data at territory level and uses it to forecast and plan sales. Manages inventory levels at CFA, warehouse, stockist etc. People Management : - Deploys, manages and ensures adherence to norms and discipline by field personnel. Miscellaneous : - Collects and collates market data and provides feedback to the division. Reports to : - Zonal Sales Manager PRIMARY INTERACTIONS Internal : - CSSC, ZSM, RHS, SO/SSO, HR, Finance External : - Stockist, Retailer Education : Essential : - MBA in Sales & Marketing from Premier B Schools Skills : - Develops and manages the stockist network and ensures implementation of company norms at stockist level General Trade Sales Other Requirements : - 1. Hands-on approach 2. Resilience 3. Interpersonal skills 4. Strong Leadership skills

Posted Date not available

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