Roles and Responsibilities

Handling broker and direct channels for Fixed Deposits and bonds within the assigned region

Generating mutual fund business through direct channel, Empanelment of FD/ Bonds agents.

Increasing overall Mutual Fund AUM.

To plan and implement training on modules for investment planning and impart product knowledge via onsite workshops and conference training through area team.

To facilitate with vendors and Capital Market in effective design and implementation of Sales Tracker, Reco Module and online Portfolio Tracker. Market Analysis, Sales Scripts, One-off research briefings as well as crisis communication.

Ensure Portfolio Counsellor Team which is set up for high-end and Select Clients conducts.

Develop Portfolio Tracker Application for analyzing and presenting client portfolios. Handling broker channel for Fixed Deposits And bonds within the assigned region

Desired Candidate Profile

2-5 years’ experience in Mutual fund and Fixed deposit

Role:Branch Sales Manager (B2C)

Salary: 5,00,000 – 6,00,000 P.A.

Industry:NBFC

Functional Area:Sales & Business Development

Role Category:Retail & B2C Sales

Employment Type:Full Time, Permanent

Key Skills

Capital MarketMutual FundsSalesInvestment PlanningBondsFixed DepositsMarket AnalysisFD

Education

UG:Any Graduate

Company Profile

Talent Leads HR Solutions Pvt Ltd

A NBFC

Company Info

X

Contact Company:Talent Leads HR Solutions Pvt Ltd