Posted By
Posted in
Sales & Marketing
Job Code
1435057
Description of the Role and Profile Requirement
Company : Leading investment advisory firm
Role: AVP/VP- Sales - Tamilnadu
Location: Chennai
Job Requirements:
- MBA from a reputed B-School. CA / CFA / CFP and AMFI Certification are a plus.
- Minimum 8+ years of sales experience in SEBI-regulated PMS / AIF, and mutual funds / wealth management setups.
- Knowledge of wealth products distribution ecosystem.
- Should be ell connected with the wealth RMs/MFDs for the distribution of our products.
- Knowledge and ability to connect with family offices in Tamil Nadu.
- Ability to travel to rest of Tamil Nadu to meet wealth/MFDs.
- Should be able to work with central/regional team for account opening in PMS/AIFs.
- Good understanding of equity and articulation of our investment philosophy.
- Excellent verbal, written communication, and presentation skills.
- Strong leadership, people management skills, and prior experience in managing Institutional / HNI / UHNI clients.
Job Responsibilities:
- Develop & implement sales strategy, expand and promote distribution network, and collaborate with internal departments to achieve organizational target.
- Acquire direct clients in target markets, drive sales, and increase market share.
- Lead the state-wide sales efforts, provide guidance, support, and direction to the sales function.
- Regularly visit and communicate with institutional clients and all categories of distributors across Tamil Nadu, to maintain strong relationships.
- Identify and evaluate new market opportunities, distribution channels, and partnership opportunities to expand the reach of the mutual funds and enhance competitive positioning.
- Represent the fund at industry conferences, client meetings, and other relevant events to promote the organization and its funds.
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Posted By
Posted in
Sales & Marketing
Job Code
1435057