Vice President - Sales - BFSI

Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services and AIF.

Roles and Responsibilities:

- Driving Sales Across B2B and B2C Channels:

- Develop and implement strategies to drive revenue through both business-to-business (B2B) and business-to-consumer (B2C) channels, ensuring alignment with overall company goals.

- Managing and Expanding Distribution Partnerships:

- Cultivate and manage relationships with key distribution partners, including banks, national distributors, and independent advisory firms (IAFs). Focus on expanding existing partnerships and identifying new opportunities.

Achieving Sales Targets:

- Generate sales in line with targets set through a strategic mix of external channel partners, internal sales teams, and direct client interactions.

Market Intelligence and Competitor Analysis:

- Conduct thorough market research and gather competitor insights to shape sales strategies and stay competitive in the market.

Resource Planning:

- Plan and allocate resources effectively to optimize sales performance, ensuring that teams are equipped to meet sales targets.

Coordinating with Investment Teams:

- Work closely with investment teams to facilitate client interactions, ensuring timely and accurate information exchange for smooth decision-making.

Ensuring Smooth Operations:

- Coordinate with operations to ensure seamless communication and functioning between the sales department and operational teams.

Compliance Management:

- Ensure compliance with both internal policies and external regulations related to all channel partners, including distributors and clients, to mitigate risk and uphold company standards.

Role Requirements:

- Graduate / Postgraduate

- Great command over English & Regional Languages

Experience:

- 8 to 12 years, preferably in PMS / AIF

- Certified NISM-Series-XXI-A