Be a responsible, accountable and highly motivating team leader Serve as a Financial product Manager across major product segments (Mutual Funds, PMS, etc)
Communicate products investment philosophy, process, and positioning along with current market trends to internal and external clients
Develop knowledge of industry, trends and be up to date with latest trends and other marketing materials to improve client experience
Assist with completion of client requests and proposals
Be highly proactive and generate high potential client conversion
Prepare monthly and quarterly reports for clients and respective distribution channel
Chance to lead own team with relatively less management interruption
Hands on experience working directly with clients
Adjust sales targets according to individual goals
Ability to diverge into any major product offering post induction period
Acquisition of several skills High visibility in career path at the firm
Direct interaction with HNI s and Investment Product Managers (ICICI, Reliance, DSP Blackrock, Motilal Oswal, etc)