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A leading recruitment company in Tamil Nadu seeks an experienced individual to manage multiple branches for mutual fund sales and customer service. Responsibilities include maintaining client relationships, tracking competition, and managing branch activities. Ideal candidates should have over 9 years of experience in sales and strong knowledge of investment products.
Role & Responsibilities
Report to the BranchIM Sales Manager in the respective city. Will be covering and servicing branches. Manage minimum 6-10 branches (depending on the size of the city & branch). Represent IM Investment Managers for the sale and service of IM mutual funds. Maintain and build relationships with customers of the branch. Understand the products, market scenario and suggest investment options based on client profiling. Manage walk-in clients as well as follow up with leads. Ensure adequate branch visibility and display of all POP and marketing material. Track and generate information about competition/activities. Assist in organizing and conducting branch level activities, trainings etc. Assist Marketing Officer of Client to complete the KYC. Provide insights about the clientele of the branch to determine business potential.