The Role
Manage relationships with corporate clients, business leaders, and high-net-worth individuals to grow business. Prospect, sell, and cross-sell investment products through consultative engagement with finance, treasury, and executive leaders. Identify opportunities for primary sales, relationship management, and broader investment product adoption while influencing senior decision-makers across assigned regional organizations.
Summary Generated by Built In
Ensure effective and smooth relationship with assigned corporates in the region for growth in business.
• Responsible for prospecting, selling & managing Business Leaders, HNI’s in large national and multinational organizations in the assigned region.
• Influence decision making at senior levels of prospective business organizations.
• Developing business through consultative engagement with Finance/Treasury heads and / or CEO's.
• Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.
• Responsible for prospecting, selling & managing Business Leaders, HNI’s in large national and multinational organizations in the assigned region.
• Influence decision making at senior levels of prospective business organizations.
• Developing business through consultative engagement with Finance/Treasury heads and / or CEO's.
• Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.
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The Company
What We Do
NAMI (the National Alliance on Mental Illness) is the nation’s largest grassroots mental health organization. It works to build better lives for people affected by mental illness through advocacy, education, support, and public awareness. Founded by families, NAMI operates as an alliance of more than 650 local affiliates and 49 state organizations, delivering community-based resources and assistance across communities throughout the United States.
