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9.0 - 14.0 years
15 - 30 Lacs
Kolkata, Delhi / NCR, Mumbai (All Areas)
Work from Office
Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: min 5 years in exp in Wealth Management, PMS,AIF Note - Only from AMC /Mutual fund Company/ wealth Experience required.
Posted 1 week ago
5 - 10 years
7 - 14 Lacs
Bengaluru
Work from Office
Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on uttam@avaniconsulting.com Contact - 9949101406
Posted 2 months ago
5 - 10 years
7 - 15 Lacs
Vadodara, Rajkot, Bengaluru
Work from Office
Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on anusha@avaniconsulting.com Contact - 9003875895
Posted 2 months ago
7 - 12 years
10 - 20 Lacs
Lucknow, Patna, Kolkata
Work from Office
Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on taru@avaniconsulting.com Contact - +91 7355922379
Posted 2 months ago
6 - 11 years
12 - 20 Lacs
Delhi NCR, Kolkata
Work from Office
Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: Candidates having an experience of at least 5 years in either Wealth Management, AIF / PMS Sales. Please share resumes to taru@avaniconsulting.com Contact: +91 7355922379
Posted 3 months ago
7 - 12 years
7 - 15 Lacs
Bhubaneshwar, Patna, Kolkata
Work from Office
Role & responsibilities 1) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt. 2) Responsible for Concept Selling across the Zone leveraging through existing distributor relationships 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge Upgradation. 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors for Product, Market and Knowledge Updates. 5) To actively work on D & E counters with Sales team and include them as part of their branch visit. 6) To work with Sales in increasing distribution spread and product Mix. 7) Providing critical on ground Feedback for enhancing Business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit. 8) Support to create simpler communication on Focussed Products along with Product team 9) Give market feedback to Investments on Competition Products Positioning and Product sales in market. 10) Feedback to Investments on Distributor/ Investor queries on Funds/Products. Prefrence- NISM21 CTC- 7to 15Lac
Posted 3 months ago
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