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Manager - Sales - Custody Services (3-5 yrs)

3-5 years

Manager - Sales - Custody Services (3-5 yrs)

Coe Solutions

posted 19hr ago

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Key skills for the job

Job Description

This Role Requires Global Travel South Asia


Job Summary:

- Job entails building up relationships with Asset Managers, Investment Advisors, Wealth Managers , Family Offices located in the South-East Asia for India Investments and Global Investments (Equity, Mutual funds, Derivatives, Debt, AIFs & unlisted ) under the FPI / FDI route.


- It also requires a good understanding of the regulations (FPI & FDI) and creating products as per market requirements.

Job Location: Mumbai (Parel / Prabhadevi).

Responsibilities and Duties:

- Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and Investment Advisors as well as generating leads from service providers such as CPAs, Law firms etc.

- Managing and growing existing business and client relationships by constant engagement for additional businesses and references.

- Managing Sales Activities and achieving monthly targets across products and services.

- Responsible for preparing yearly budgets and strategies for achieving the targets.

- Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and services.

- Regular Travel to existing and prospect clientele locations {South East Asia }

Qualifications:

- Must have 3 to 5 years of financial sales experience.

- Postgraduate in Finance.

- Ability to provide efficient solutions and meet timelines.

- Ability to understand regulations of various jurisdictions.

- Should be self-motivated and have good communication skills and ability to work in teams.

- Should have an affable personality, especially while liaising with counter parties.


Functional Areas: Sales

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