Purpose of the Job :
- The position involves building strong relationships with Banks, NDs, and IFAs across Maharashtra and Goa, while directly selling AIF and PMS products to Family Offices and Ultra HNI Individuals.
- It also includes enabling mutual fund distribution teams to cross-sell AIF products effectively across channel partners within the zone.
Key responsibilities :
Ensure effective and smooth relationship with assigned distributors / clients in the region for growth in business.Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors.Distribution relationship nurturing and management by continuous engagement and training and other values adds.Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads.Responsible for achieving Sales Targets.Experience of Metro Market essential.Market & Industry analysis.Role Specific Competencies :
Relationship Management.Team Management.Communication & Negotiation.Strategic Mindset.Experience & Qualification :
MBA / CA with minimum 10 -15 years overall experience.Experience in institutional, private banking, or wealth management is essential.Prior experience in handling metro markets is a must, with strong understanding of urban client dynamics and competitive landscape.(ref : iimjobs.com)