Team Manager - Fund expert

Kotak Securities (KSL)

2 - 7 years

3 - 7 Lacs

bengaluru

Posted:3 days ago| Platform:

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Skills Required

bpo team management business development demo sales research marketing payment posting operations charge entry financial products relationship management outbound lead generation medical billing acquisition mutual funds finance crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsible for scoping of area of sales and operations and implementing strategies to increase productivity and performance with regard to financial products Connect with IFAs (Independent Financial Advisors) to revenue out of different financial products
These IFAs are already customers for Mutual Fund Asset class Sourcing new acquisition opportunities from outbound calls / Lead generation / approaching IFA and closing deals
Support operational issues related to different assets Strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell Maintain a list of new initiatives, discuss with the reporting head prioritize
Identify opportunities in the market and be adept at the happening in the industry
Be a valued team player, provide support and pave way for overall growth
Research accounts identify key players and generate interest
Log all activities accurately within CRM , build strong pipeline of opportunities in CRM and provide update in weekly basis
Need to be an effective speaker and good communicator Provide financial product demos to existing and new IFA

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