Manages relationships with assigned corporate clients, including business leaders and high-net-worth individuals. Responsibilities include prospecting, consultative selling, influencing senior decision-makers, engaging finance and treasury leaders or CEOs, identifying primary sales opportunities, managing relationships, and cross-selling mutual fund investment products.
Ensure effective and smooth relationship with assigned corporates in the region for growth in business.
• Responsible for prospecting, selling & managing Business Leaders, HNI’s in large national and multinational organizations in the assigned region.
• Influence decision making at senior levels of prospective business organizations.
• Developing business through consultative engagement with Finance/Treasury heads and / or CEO's.
• Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.
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Healthtech • Social Impact
Manage relationships with corporate clients, business leaders, and high-net-worth individuals. Prospect and sell investment products, influence senior decision-makers, engage finance and treasury executives, and identify opportunities for primary sales, relationship management, and cross-selling of mutual fund products.
Healthtech • Social Impact
Prospect, sell to, and manage relationships with business leaders, HNI clients, and senior decision-makers at large national and multinational organizations. Develop business through consultative engagement with finance, treasury, and CEO-level stakeholders. Identify opportunities for primary sales, relationship management, and cross-selling mutual fund investment products. The role requires strong communication, market knowledge, networking ability, attention to detail, and AMFI/NISM certification.
Top Skills:
AmfiNism
Healthtech • Social Impact
Manage relationships with corporate clients, business leaders, and high-net-worth individuals to grow business. Prospect, sell, and cross-sell investment products through consultative engagement with finance, treasury, and executive leaders. Identify opportunities for primary sales, relationship management, and broader investment product adoption while influencing senior decision-makers across assigned regional organizations.
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