Emkay - DVP - Sales - PMS & AIF

DVP - Sales - PMS & AIF - Mumbai

Job Responsibilities:

Sales:

- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined.

- Client Servicing / Meetings with RM's

- Increment increase in AUM and NET Sales

- To Manage customers attrition

- To generate processes and MIS for effective sales monitoring and reporting.

- Handling channel and client queries.

- Empanel National Distributors and IFA's to distribute PMS and AIF products.

Strategy planning:

- Plan overall strategy of the Zone in alignment with overall organization's objectives.

- Achieve set targets through designed strategy.

- Keep monitoring & review strategy on ongoing basis

Internal Coordination:

- Liaising with senior management to arrive at clear objectives for the Zone.

Resource planning:

- Liaising with investment teams to enable client interaction & information.

- Liaising with operations and ensure smooth functioning between department & operations.

- Ensure proper compliance with respect to all channel partners - distributors / clients etc.

Compliance:

- Ensure all activities is as per proper compliance internally and as per regulatory requirements.

- Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis.

Experience: 10+ years experience in handling channel management includes Consumer Banking Channel, Private Bankers, IFAs and Wealth Setups.