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Strong employer brand but niche HNI sales focus and specialized skills moderate applicant competition.
Requires HNI mutual funds and distributor experience, limiting cross-industry transferability.
Domain-specific HNI mutual funds, CRM and analytics requirements make filters stringent.
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Lead pan-India execution of direct HNI sales strategy to drive measurable sales productivity and business impact.
Drive adoption of the Vymo platform and oversee process improvements to enhance sales efficiency.
Own implementation and monitoring of Investor Engagement events, Net Promoter Score framework, and multi-stakeholder collaboration across functions.
Work Experience Required: Not explicitly mentioned in the JD
Mandatory domain experience: Direct HNI (High Net Worth Individual) sales in financial services, mutual funds, or asset management.
Location: India, Maharashtra (implied but not strictly stated as requirement)
Proficiency in data analytics, CRM (Vymo platform), and sales performance tracking tools.
Experienced in managing nationwide high-net-worth individual sales channels with strategic and operational accountability.
Comfortable working cross-functionally to deploy technology (like CRM platforms) for sales process optimization and reporting.
Skilled in data-driven decision making, driving client loyalty programs, and executing investor engagement initiatives in competitive financial services environments.