Head of South
-
Corphive
-
Sales & Marketing
-
Full time
-
Bangalore
Posted by Anjali Sharma
15 Oct 2024, 04:56 PM
- 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 Type:
Full time
Locality:
Bangalore
Min Salary:
2500000 Lakh
Max Salary:
5000000 Lakh
Experience:
14 Years
Eligibility:
MBA
Country: India
State: Karnataka
City: Bangalore