Sales Manager

Roles & Responsibilities:

• Acquiring and retaining new clients and HNIs. and client base for fixed income MF business
• Activating clients for trading post acquisition.
• Responsible for locating potential sales leads through market research and following up to convert leads into business relationships.
• Leverage on market opportunities and develop new client relationships and accounts
• Generating innovative ideas for new client acquisition
• Leverage on market opportunities and develop new client relationships and accounts
• Generating innovative ideas for new client acquisition
• Cross selling of financial products like Mutual Fund, Insurance etc.
• Identifying customer needs, assessing their appetite and providing them investment options.
• Proactively identify sales prospects and conduct business development activities
• Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
• Portfolio management of customers between identified thresholds.
• Upsell and up tier customers to higher variant of products and services
• Follow up on new leads and referrals to generate business
• Aggressive Sales call plans to acquire large prospective customers through referrals.
• Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions)
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.

Skills:

• Proven expertise in mutual fund and insurance sales, with a deep understanding of products, markets, and industry regulations.
• Strong leadership and management skills, with the ability to inspire and motivate teams to achieve ambitious goals.
• Strategic thinker with excellent analytical and problem-solving abilities, capable of translating market insights into actionable sales strategies.
• Proven ability to developing and maintaining strategic sales plan to achieve the targets.
• Exceptional communication, negotiation, and relationship-building skills, with the ability to influence stakeholders at all levels.
• Demonstrated ability to thrive in a fast-paced, dynamic environment and drive change and innovation.
• Must be NISM certified as per the SEBI guidelines.