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Workassist

Wealth Relationship Manager (Mutual Fund) | 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

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Date Posted: 29/06/2024

Job ID: 83467607

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