responsible for delivering bd & marketing strategies across wealth market to drive sales growth. bd, marketing, responsibilities for driving relevant audiences understanding targets & reporting. assist with production of enticing bd & marketing content across all marketing communication
tailored to relevant audiences. monitor & report on the competitor landscape & strategies.
ensuring compliances with current regulations, policies on all marketing materials & promotions.
the successful candidate will have bd & marketing experience of 1-5 years in the broking
industry/pms/investment advisory.
qualification – mba with finance/sales/business development background.
excellent verbal & written communication skills as well as keen eye for detail, fluency in english.
a strong team player & “can do” attitude with organizational behavioral skills.
an interest in wealth management industry & genuine curiosity in expanding the horizon of the
company.
ability to drive projects through completion, delivering clear defined results.
generating & converting leads. creating high quality marketing materials like presentations, investment proposals & product related
news letters. very good knowledge in power point & excel. the candidate should be able to analyze the financial need, risk appetite of the clients & recommend
suitable solution from the array of financial products available with us like mutual funds, pms,
structured products equity, insurance & ipos.