Maintain meeting reports and diligently follow the sales process of the organization.
Drive profitability & market share from the sourced AUM.
Maintain & prioritize regular contact with channel partners to sustain and improve the relationship to facilitate business growth
Ensure our distributors have a detailed understanding of our funds & products
Coordinate and lead distributor events, training initiatives offered to distributors,
Fund manager calls and Investor Education initiatives in your geography
Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors
Sales support & market intelligence
Coordinate with product and research team to provide support to the channel partners.
Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share with the management team.
