Manage our bank partnerships and achieve sales targets from these partnerships.
Run and manage day to day business and operations for one or more of our partner banks
Engage with the branches and staff on a daily basis and become an enabler for them to sell Mutual Funds via Fisdom
Be accountable for the number and value target for his/her respective territory along with personal HNI selling
Manage administrative activities (20%-30%) related to marketing such as document collection, coordination with HO of various banks
Maintain strong working relationships with the bank representatives to ensure the products and services of the organization are marketed and sold optimally
Plan, organize and implement promotional activities in various client sites
Function as point of contact for conflict resolution, customer support and ensuring that the queries are resolved in a timely and professional manner
Keep abreast with latest developments in the organization’s products and services
An ideal candidate will also come with experience of marketing and selling financial products such as Mutual Funds, Equity and Debt Markets.
Professionals having sales/marketing experience in financial services like bancassurance channel of mutual fund houses, wealth management team in a bank, franchisee management in a broker / distributor will be given priority.