The posting
JOB DESCRIPTION
Key Accountabilities
- Generate Sales through allocated channel.
- Contact and follow up with new and prospective clients and set up new business opportunities.
- Convert prospects into customers by showcasing appropriate products to the prospects matching their investment needs.
- Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share.
- Stay up to date on industry trends and identify new market opportunities.
- Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products.
- Ensure and adhere to compliance and regulatory guidelines for the region.
- Excellent Verbal and Written Communication skills
- Focus on Sales and marketing and target achievement
- Ability to conduct training (Digitally and physical)
- Presentation and Presentability
- Ability to connect with mid-level team at CB to appraise on Day wise sales
- Team management skills
- Exposure to Financial Services



