AVP / VP, Investment Counsellor (MFO) - New Delhi, India - MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED

    MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
    MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED New Delhi, India

    1 week ago

    Moneylicious Investments And Consulting Services Private Limited background
    Full time
    Description

    A new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient and unbiased solutions is hiring AVP/VP (MFO)

    The incumbent will be responsible for generating revenue and volumes from our customers through the RM channel, as well as through self-sourcing. The incumbent will support the team on prospecting, conversion of prospects and providing knowledge of the markets/industry and maintaining customer relationships in the region

    Academic Qualification and Experience:

    Graduation Essential: Preferred if having PG / MBA (Finance) / CA / CFA.

    At least 8-10 years of experience in Banking / BFSI.

    Job Responsibilities:

    The position holder shall be responsible for:

    Achieve Volumes/Revenue targets for through self-sourcing and the RM team.

    Knowledge provider for investment products.

    Drive client activation and generate incremental revenue opportunities through non transacting base.

    Ensure sales and compliance standards are adhered to in regulatory framework and product sales.

    Support in all marketing and acquisition activities for the region.

    Support Product team with ideation/implementation of new products.

    Be a centre of excellence by providing knowledge on all products.

    Attend to customers queries on needs and use the relevant skills to probe and identify needs to provide appropriate solutions to customers.

    Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution to the revenue.

    Attend/conduct all relevant training and briefings for in-house teams.

    Participate actively at meetings and discussion and contribute ideas on how products can be better packaged and sold to customers.

    Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.

    Work hand in hand with team members, Service Manager to ensure that all objectives of the team are met and there is team harmony and unity.