Zonal Sales Head - PMS & AIF - Kolkata

Role & responsibilities

Sales :

• Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined.
• Client Servicing / Meetings with RMs
• Increment increase in AUM and NET Sales
• To Manage customers attrition
• To generate processes and MIS for effective sales monitoring and reporting.
• Handling channel and client queries.
• Empanel National Distributors and IFAs to distribute PMS and AIF products.

Strategy planning

• Plan overall strategy of the Zone in alignment with overall organization's objectives.
• Achieve set targets through designed strategy.
• Keep monitoring & review strategy on ongoing basis
• Internal Coordination
• Liaising with senior management to arrive at clear objectives for the Zone.

Resource planning

• Liaising with investment teams to enable client interaction & information.
• Liaising with operations and ensure smooth functioning between department & operations.
• Ensure proper compliance with respect to all channel partners distributors / clients etc.

Compliance:

• Ensure all activities is as per proper compliance internally and as per regulatory requirements.
• Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis.

Preferred candidate profile

Qualification

MBA - Marketing / Finance

Experience

• 15+ years experience in handling channel management includes Consumer Banking Channel, Private Bankers, IFAs and Wealth Setups.