Team Lead - Mutual Funds Sales

Waytogo Consultants

Bhubaneswar, Odisha

• To manage the entire RM team and ensuring talent development of RM TEAM
• Achieving the business targets / Team targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships.
• Accompanying team to represent and close HNI/Ultra MF/PMS/AIF deals
• Ensuring the highest levels of service is provided to the client /HNI customers along with HNI/Ultra HNI Acquisition
• Providing Investment planning and advice
• Achieving sales and revenue targets spread across product mix
• Please Note : Candidate will be managing Odisha Chhattisgarh state as TL
• Main criteria: Team Handling Experience, and Mutual Fund selling experience is required More Detail

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