Search by job, company or skills

Waytogo Consultants

Sr. Wealth Relationship Manager | MF (AMC)

Early Applicant
  • 4 months ago
  • Be among the first 50 applicants

Job Description

  • Plan and deliver growth in sales through various initiatives designed for building long relationships with distributors.
  • Identify, research, and contact prospective distributors and onboard them which will help generate future sales.
  • Deepen the market penetration in respective geographies.
  • Achieve set sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and initiatives.
  • 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.

More Info

Industry:Other

Function:finance

Job Type:Permanent Job

Skills Required

Login to check your skill match score

Login

Date Posted: 03/07/2024

Job ID: 83981501

Report Job

About Company

Hi , want to stand out? Get your resume crafted by experts.

Similar Jobs

Relationship Manager Wealth Investment AMC

Waytogo ConsultantsCompany Name Confidential

Sr Relationship Manager Wealth

Tata CapitalCompany Name Confidential
Last Updated: 23-11-2024 06:21:07 PM
Home Jobs in Mumbai Sr. Wealth Relationship Manager | MF (AMC)