Description

Responsibilities:

 

  • Support the company's distribution initiatives and build relationships with key PMS /AIF and other large ticket investment product distributors pan India
  • Increase market share & visibility amongst selected key distributors and manage new distributor empanelment
  • Investor acquisition of INR 50 Lakhs – INR 5 Cr and above
  • You will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region
  • Ensure delivery of various MIS reports as per requirements
  • Joint calls with distributor RM in a competitive market and assist them in documentation
  • Channelize key market intelligence to the products & Investment team
  • Liaise with investment team for investment ideas, distributor's visits, concalls, etc
  • Liaise with Operations & Customer Service team to provide seamless experience to customers
  • Ensure investor onboarding with applicable KYC norms & other regulatory requirements.
  • Manage Private Wealth, PMS and AIF fund related queries

 

What are we looking for?

  • Candidates having an experience of at least 3 - 5 years in either Institutional Sales or Retail Sales (IFA/ND Channel), Wealth Management, AIF / PMS sales
  • Proven track record in B2B Sales, especially in the financial services sector
  • Strong understanding of PMS & AIF Business and processes
  • Ability to devise innovative channel partner business campaigns
  • Excellent communication skills (both written and verbal) and strong presentation skills
  • Willing to work in an Individual contributor role
  • Strong network of active IFA's pan India

 

Academic Qualification:

 

  • MBA with specialisation in Finance from a reputed college/university
  • Bachelor’s in commerce (preferred)
  • Active NISM V A certification (preferred)

 

What you can expect from us:

 

  • High-energy start-up/Fintech environment
  • Working closely with founders and senior leaders
  • Opportunity to work & network with leading asset management companies and fund managers
  • Outstanding Career Growth in Alternative Investment space
  • Opportunity to complete industry specific certifications & other knowledge upgradation activities
  • Competitive Compensation
  • Work Life Balance
  • Professional Development


 

Key Skills
Education

Bachelor’s Degree

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