Delhi
Experience : 4-5 Years in Unlisted Shares / Pre-IPO / Mutual Funds Distribution
Role Overview :
Lead and expand the companys sales presence in the Delhi region, specifically focused on distribution and sales of unlisted shares, preIPO offerings, and mutual funds. Liaise between fund managers, high-net-worth clients, and institutional stakeholders.
Key Responsibilities :
- Develop and execute regional sales strategies to drive growth in unlisted shares, preIPO offerings, and mutual fund distribution.
- Build and manage a pipeline of institutional and HNI clients through networking, referrals, and relationship management.
- Collaborate with product, compliance, and marketing teams to ensure readiness of offerings for sales.
- Conduct regional market analysis, track competitor offerings, and provide feedback on product positioning.
- Negotiate deals, finalize terms, ensure KYC / AML compliance, and coordinate transaction funding.
- Achieve and report on quarterly and annual sales targets.
- Mentor and train junior sales staff or business development associates in the region.
Required Skills & Qualifications :
4-5 years in sales of financial productspreferably unlisted shares, preIPOs, or MF distribution.Strong sales track record, excellent negotiation and relationship-building skills.Familiarity with regulatory requirements in capital markets (KYC / AML, SEBI guidelines).Excellent communication and presentation skills.Willingness to travel across Delhi / NCR.Bachelors in Finance, Business, or Economics; MBA is a plus.(ref : iimjobs.com)