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Job description

Roles and Responsibilities : • Manage a team of sales professionals to achieve targets in wealth management, mutual funds, and loan against shares (LAS) products. • Develop and implement effective strategies to increase sales revenue through cross-selling and upselling existing clients. • Build strong relationships with high net worth individuals (HNIs) and corporate clients to identify their financial needs and provide tailored solutions. • Analyze market trends, competitor activity, and customer feedback to optimize product offerings and improve sales performance. Job Requirements : • 2-8 years of experience in banking or finance industry with expertise in wealth management, mutual funds, LAS products. • Strong understanding of investment products such as equities, fixed income securities, derivatives etc. . • Proven track record of achieving sales targets in a similar role within the BFSI sector.

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