Manager- Sales & Client Servicing Job at Merito in Delhi

About Company:

Our client is a leading investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Job Description

• Empanel distributors to sell the investment management schemes
• Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel, and direct clients, as outlined.
• Handling channel and client queries

Strategy Planning

• 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 department
• 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 an ongoing basis.

Requirements

Sales, Client Servicing, New client acquisition

Skills:- Sales and Customer Relationship Management (CRM)