The purpose of this role is to manage & increase revenue & AUM market share of DSP with Family offices, large and mid-sized corporate clients.
Primary job responsibilities:
- Increase in market share & revenue with assigned set of investors - family offices and Large / Small clients.
- Produce superior sales results in terms of gross sales, net sales and market share in all asset classes.
- Reactivate and acquire new investors in the aforesaid segment.
- Engage with clients through sales tools, charts, regular market and product updates, digital/face to face meeting to create long term book of assets.
- Advise clients on latest market development and fund house view to have top of mid recall.
- Leverage on MIS, CRM and other market data to do effective sales
- Share timely feedback on competition and market deals to superiors
- Develop external market intelligence to improve network and help in generating business
Knowledge required for the role
- Strong knowledge of capital markets (equity & fixed income), products and other financial products
- Deep understanding of Sales process
- Understanding of macro-economic variables and mutual fund products
- Knowledge of family offices & institutional market of Chennai
Skills required for the role :
- Proven ability to deliver superior results in all market cycles
- Entrepreneurial mindset, ready to take initiative and get your hands dirty – especially when it comes to handling complex deal/client/situation.
- Excellent communication and presentation skills.
- Ability to develop strong and trusting relationships.
Experience:
- 6+ years of investment sales, and business development
Qualifications:
- MBA or any equivalent degree. CFA, CWM, or CFP will be plus