Sales Support, Institutional Sales, Chen...

PeopleStrong; Chennai District; On-site; INR 350,000 - 550,000; Full time

Job summary

PeopleStrong in India is seeking a Sales Support professional for Institutional Sales in Tamil Nadu to act as a single point of contact for service-related issues between the Institutional Sales team and cross-functional departments. You will engage with channel partners such as Wealth Counters and support the team in investor relationships while ensuring compliance and timely reporting.

Role requires 1–5 years of relevant experience and a graduate degree, with proactive problem solving and

Qualifications

• Mutual Fund customer service operations exposure.
• Graduate qualification required.
• Experience in financial services or channel management is a plus.

Responsibilities

• Providing necessary information/reports to Channel Partner and Team; timely meeting requirements.
• Maintaining a proper correlation between Team and Distributors; feedback for products and services.
• Preparing MIS/reports for business development; sharing with Channel Head and Branch Managers.
• Adhering to compliance and regulator procedures.

Skills

Mutual Fund Customer Service Operat

Education

Graduate

Job description

Sales Support, Institutional Sales, Chen

ABG111769

• Financial Services
• Tamil Nadu

End Date 09 Mar 2027

Required Experience 1 - 5 years

Basic Section

No. Of Position 1

Grade 11

Organisational

DEPARTMENT-3 Institutional Sales

Country India

State Tamil Nadu

Skills

Mutual Fund Customer Service Operations

Graduate

CERTIFICATION

Job Description

Job Purpose

To serve as a single point of contact to the Institutional Sales Team for any service related issues. To function as a link between the team and inter department personnel (i.e customer service, operations etc). Actively engage in channel partners especially with Wealth Counters and help the team to focus on their major role and also enhance investor relationship.

Job Context/Job Challenges:

• 1. Servicing multiple Channel heads could call for high degree of multitasking and may result in time constrain in meeting expectations of clients/distributors.
• Unavailability of relevant information on time.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1 Providing necessary information/ reports to Channel Partner and Team Timely meeting Team and Channel Partner requirements.
Occasionally Visiting Key Service RM of Private Banks and Wealth Counter
Actively interacting with the Internal Team, distributors, RO, HO and CAMS

KRA2 Maintaining a proper correlation between Team and Distributors. Build internal channel, distributors. Provide structured feedback for new products & service ideas. Performance Updates, Analysis, mailing and dispatches, database maintenance.
Preparing MIS for Entire Karnataka Region and sharing the same with Channel Head and Branch Managers

KRA3 Preparing reports for the business development Ensure to submit reports on time and accurately. Thus helping the team understand the performance at individual level

KRA4 To act according to compliance & regulator procedures. Adhere to the compliance & regulator procedures always.