A new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient and unbiased solutions is hiring AVP/VP (MFO)

The incumbent will be responsible for generating revenue and volumes from our customers through the RM channel, as well as through self-sourcing. The incumbent will support the team on prospecting, conversion of prospects and providing knowledge of the markets/industry and maintaining customer relationships in the region

Academic Qualification and Experience:

• Graduation Essential: Preferred if having PG / MBA (Finance) / CA / CFA.

• At least 8-10 years of experience in Banking / BFSI.

Job Responsibilities:

The position holder shall be responsible for:

• Achieve Volumes/Revenue targets for through self-sourcing and the RM team.

• Knowledge provider for investment products.

• Drive client activation and generate incremental revenue opportunities through non transacting base.

• Ensure sales and compliance standards are adhered to in regulatory framework and product sales.

• Support in all marketing and acquisition activities for the region.

• Support Product team with ideation/implementation of new products.

• Be a centre of excellence by providing knowledge on all products.

• Attend to customers’ queries on needs and use the relevant skills to probe and identify needs to provide appropriate solutions to customers.

• Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution to the revenue.

• Attend/conduct all relevant training and briefings for in-house teams.

• Participate actively at meetings and discussion and contribute ideas on how products can be better packaged and sold to customers.

• Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries.

• Work hand in hand with team members, Service Manager to ensure that all objectives of the team are met and there is team harmony and unity.