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Regional Sales Leader - Institutional Clients
Regional Sales Leader - Institutional ClientsCanara Robeco Mutual Fund • Delhi, Republic Of India, IN
Regional Sales Leader - Institutional Clients

Regional Sales Leader - Institutional Clients

Canara Robeco Mutual Fund • Delhi, Republic Of India, IN
5 days ago
Job description

Job Responsibilities :

  • Oversee and drive daily operations and sales through allocated channel.
  • Use experience and expertise to help the Business Head achieve business targets set by the business for the region.
  • Advise and guide team on managing sales through allocated channel, tracking, and following up on new business leads.
  • Guide their team in meeting revenue targets by monitoring sales metrics, analyzing sales data and training them in sales techniques and product knowledge.
  • Work in collaboration with internal teams to ensure that any information going out is in the best interest of the company.
  • Stay up to date on industry trends and competitive activities, including analyzing customer behavior and preferences and identifying new market opportunities.
  • Enhance the channel by maintaining existing relationships and onboarding new clients, communicate effectively and demonstrate a deep understanding of customer needs and knowledge of mutual fund market and products.
  • Ensure and adhere to compliance and regulatory guidelines for the region.
  • Oversee sales support activities such as sales administration, compliance, distribution, etc.

Qualification :

MBA / Post Graduation / NSIM certification

Minimum Work Experience :

6+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products

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Regional Sales Leader • Delhi, Republic Of India, IN

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