DVP - Sales - Investment Managers (PMS and AIF)
Sales :
- Empanel distributors to sell the investment management schemes
- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined.
- To generate processes and MIS for effective sales monitoring and reporting.
- Handling channel and client queries.
Strategy planning :- Plan overall strategy of the department 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 department
- 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