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Head of South

  • Corphive
  • Sales & Marketing
  • Full time
  • Bangalore

Posted by Anjali Sharma
15 Oct 2024, 04:56 PM
Job Id: #68867892
ROLES & RESPONSIBILITIES
  • Responsible for business Development through a larger team from both Direct and Channel business 
  • Responsible for 5 states: Karnataka, Tamil Nadu, Kerala, Andra Pradesh and Telangana  
  • To develop short term and long term sales strategies for the Business in line with the overall strategic goals of the organization and Department.
  • To establish standardised and efficient sales processes to ensure quality control and efficient customer service delivery
  • To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
  • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
  • Customer Acquisition
  • Manage Mutual Fund, PMS and AIF fund related queries
  • Ensure delivery of various MIS reports as per requirements
  • To develop short term and long term sales strategies in line with the overall strategic goals of the organization for South India
  • Ensure discipline of asset allocation
  • Continuous learning, to be better equipped than our competitors
  • Financial Planning (FP) and Portfolio Services
  •  To ensure adherence to internal and external Financial advisory guidelines and Risk Policies
  • and ensure standards are in place to minimise mis-selling instances
  •  Responsible for Team Target
  •  Build AUA
  •  Team Management
  •  To continuously scan the competition/market and report on emerging trends or any new
  • development or Business Opportunities for Wealth Management.
JOB DETAILS
Job Type:
Full time
Locality:
Bangalore
Min Salary:
2500000 Lakh
Max Salary:
5000000 Lakh
Experience:
14 Years
Eligibility:
MBA
REQUIRED SKILLS
Mutual Fund
JOB LOCATION
Country: India
State: Karnataka
City: Bangalore