Investment Manager

Role & responsibilities

• Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region.
• Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals.
• Responsible for managing growth and profitability of the channel.
• Responsible for building capabilities to sell multiple products per customer.
• Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved.
• Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book.
• Drive passion to build winning teams.
• Ensure 100% retention on renewals and also ensure addition of new high net worth clientele
• Responsible to develop distribution network for the region and drive sales.
• Increase penetration in retail market thereby increase in market share.
• Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work.
• Effectively engage Operations & Risk teams to understand and contribute to overall processes & profitability across locations .
• Identifying the need of sales training, analyzing changing market trends, channel development etc. Also giving feedback & suggestions to the senior management
• Achieving & exceeding Business goals.