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Anand Rathi Share and Stock Brokers Ltd
AVP - Mutual Fund Distribution & Product StrategyAnand Rathi Share and Stock Brokers Ltd • Mumbai, Maharashtra, IN
AVP - Mutual Fund Distribution & Product Strategy

AVP - Mutual Fund Distribution & Product Strategy

Anand Rathi Share and Stock Brokers Ltd • Mumbai, Maharashtra, IN
30+ days ago
Job description
  • Design Business Strategy to aggressively grow Mutual Fund AUM & SIP book through Branch channel (B2C) & Partner network (B2B) at Pan-India level. Closely monitor execution and target achievement across Regions, Clusters & Branches. - Drive Mutual Fund sales and provide excellent Sales Support to Pan-India Relationship Managers, Sales & Dealing teams located across branches via Mutual Fund portfolio analysis, rebalancing reviews, preparing product presentations and conducting joint e-meetings / con-calls with HNI clients. - Provide excellent Business Development support to branches by spotting AUM growth opportunities using Business Analytics. Design AUM growth campaigns, contests, IAPs, Events and marketing drives at branch / cluster level. - Maintain excellent relationship with AMCs, drive new product launches and arrange regular Fund Manager calls, Sales & Product trainings at Pan-India level. - Coordinate with internal Operations, Technology, & Compliance teams to ensure smooth business functioning, MIS reporting, faster query resolution, adherence to regulations and overall quality of business. Preferred candidate profile : - Minimum 6-7 years of experience in Mutual Fund sales, advisory, product or business development domain with large wealth management or broking company. Should be well versed with online / offline Mutual Fund transaction process, NSE / BSE MF platform, and AMC RTA processes. - Strong sales drive, and excellent communication, relationship management, analytical & presentation skills with pro-active attitude. - Good product selection & research skills using any MF Research software like Morning Star or Accord or Ngen or any other utility or advisory tool. - Good MS-Excel and PowerPoint skills are a must. Knowledge of designing digital marketing drives or using marketing-automation tools will be a great advantage.
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AVP - Mutual Fund Distribution & Product Strategy • Mumbai, Maharashtra, IN

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