Wealth Manager - BFSI

Job Description (Role) :

• Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.
• Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.
• Drive sales independently of different products by regularly engaging with all the distributors for respective channels.
• Circulates fund updates and product-related information to respective partners.
• Marketing collaboration with distributors to increase EduFund's mindshare and increase visibility through various activities.
• Conduct distributor engagement programs.
• Ensure that publicity material and other literature are provided to distributors on time.
• Coordinate with other stakeholders for the smooth functioning of the business.
• Specific Criteria Required For The Applicant Students.
• In-depth knowledge of Mutual Funds.
• Mandatory NISM V-A certification.

Good excel skills :

What You Can Expect In Return ESOPs basis performance :

Health insurance.

Statutory benefits like PF & Gratuity.

Flexible Working structure.

Professional development opportunities.

Collaborative and inclusive work culture

(ref : iimjobs.com)