Specialist - Mutual Fund

Relationship Manager Retail Sales

Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets.

Principal Accountabilities:

- Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets for the organization.

- Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so these targets are met.

- Maintain call reports and implement the sales process of the organization.

- Drive profitability & market share from the sourced AUM.

- Building positive relationships with channel partners Strengthen working relationships with current channel partners and distributors to entrench brand and advance sales.

- Maintain & priorities regular contact with channel partners to sustain and improve the relationship.

- Ensure our distributors have a detailed understanding of our funds & products.

- Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.

- Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.

- Identify, research, and contact prospective distributors and build positive relationships that will generate future sales and repeat business.

- Sales support & market intelligence Coordinate with product and research team to provide support to the channel partners.

- Provide sales support to existing and new relationships, respond to more complex customer enquiries.

- Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.

Knowledge, Skills, Competencies:

- Excellent inter personal skills, communication & presentation skills Well entrenched & networked in the local AMC market Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets.

- Effective knowledge of MS Word, Excel and PowerPoint Strong on analytics and problem-solving skills.

- Aptitude for encouraging positive relationships Certifications NISM Series V Mutual Funds Distributor Module certified Competencies Excellent Communication Collaboration Innovation & Continuous Improvement.

Updated JD :

- Position Purpose:

- Working closely with distributors across assigned channels to ensure continuous and balanced subscription to the organization's funds, achieving set sales targets, and maintaining an adequate mix across all products.

- Principal Accountabilities: Generating Business: Contribute to sustained sales growth by nurturing long-term distributor relationships and expanding market reach. Achieve defined sales targets by developing and executing annual, quarterly, monthly, or weekly sales plans. Maintain call reports and implement the organization's sales process to drive profitability and market share.

- Building Positive Relationships: Strengthen existing relationships with channel partners and distributors to enhance brand presence and boost sales. Regularly engage with channel partners to sustain and enhance relationships, ensuring they have a thorough understanding of the organization's funds and products. Provide support to channel partners on marketing materials, product information, investment strategies, and joint calls with potential investors. Coordinate and lead distributor events, training initiatives, fund manager calls, and investor education initiatives.

- Sales Support & Market Intelligence: Collaborate with the product and research team to support channel partners effectively. Offer sales support to both existing and new relationships, addressing complex customer inquiries. Gather market and competitor intelligence on investment strategies, engagement efforts, and talent, and share insights within the organization.

- Knowledge, Skills, Competencies: Excellent interpersonal, communication, and presentation skills. Well-networked in the local asset management market. Strong understanding of investment concepts and products, with a focus on equity and fixed income markets. Proficiency in MS Word, Excel, and PowerPoint. Strong analytical and problem-solving abilities. Ability to foster positive relationships. Certifications: NISM Series V - Mutual Funds Distributor Module certified Competencies: Excellent Communication Collaboration Innovation & Continuous Improvement.

Experience is 2-4 years.