Sales Executive- Channel Sales Team- 3+ years - Mumbai

Discipline: Wealth Management
Job type: Permanent
Contact name: Bhavika Joshi

Contact email: bhavika.joshi@crescendogroup.in
Job ref: 41551
Published: 5 days ago

Sales Executive- Channel Sales Team- 3+ years - Pan India 

Summary: We are seeking a dynamic Sales Executive to deepen relationships with our distributors and enhance brand recognition across the country.

KEY ROLES & RESPONSIBILITIES

1-Deepen relationships with distributors resulting in positive mind share and eventually AUM

from them for various offerings.

2- Run planned engagements throughout the year with product teams, senior leaders and relationship managers of large channels to build brand recall.

3-Plan travel engagements pan India to cultivate relationships with partners around the country.

4- Handhold partner and their clients for queries, investment related discussions, product pitches, new client acquisition initiatives, etc.

5- Idea generation, brainstorming for new business pipeline and collect relevant ground/industry feedback for feeding into respective internal teams

Requirements:

1-Education: MBA in Finance or relevant certifications (e.g., PMS, Mutual Funds, Wealth Management, NISM 21A) preferred but not mandatory.

2-Experience: 3-4 years in Asset Management or Wealth Management is essential.

3-Skills:

Strong understanding of investment avenues, equity investing, and fundamental analysis.

Excellent communication and presentation skills with the ability to build strong networks.

Process-driven, organized, and capable of working under pressure to meet deadlines.

Familiarity with CRM, call, and email management software is a plus.

What is in it for you:

1-Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees.

2-Growth Opportunities: Join a team where your efforts directly contribute to the company’s success and your professional development.


Reach us: If you think this role is aligned with your career, kindly write me an email along with your updated CV on bhavika.joshi@crescendogroup.in for a confidential discussion on the role.

Disclaimer: Crescendo Global is specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring 
experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Note: We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate.Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated

Profile Keywords: Sales Executive, Channel Sales Team, Crescendo Global.