IFA MFD Channel Sales

Relationship Manager/ Senior RM/ Location head-Channel Sales - Mumbai, Pune, Delhi, Hyderabad, Bangalore, Kolkata -Minimum 4 plus years of experience in selling of Mutual Funds is mandatory. Require mandatory experience in managing IFAs and NDs for channel sales.

Role & responsibilities

Position Purpose: 

The desired candidate should be having 4-8 year of experience in sales of financial products (Mutual Funds/ Banks / broking/Insurance etc). He/ She should have prior experience in managing Channel Sales / Distributor management. Should be having knowledge of local market (Geography , Distribution Business) and language. He/She should be able to meet distributors in person and talk about products.

Ideal candidate should be confident, good communicator , comfortable with dealing with new multiple customers.

Preferred candidate profile

• Build strong relationships with MF distributors
• Building relationship with the existing direct clients and leads for business generation
• Acquiring new clients for the company through own references and leads provided by the company
• Meeting Sales targets in terms of Inflows , SIP etc.
• Initiate and maintain personal contact with existing investors and allocated leads over the phone and meeting
• Contacting minimum number of distributors/clients per day/week/month
• Passing on Feedback on calling in a defined format on a daily/periodic basis
• Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere Distribution clients.
• Responsible for product placement, new business development, key negotiations, and marketing campaign to promote schemes to the premiere segment IFAs, Banks & NDs.
• Delivering consistent and tailored service to the most valued premiere Distribution client.
• Ensuring adequate mix across all products and meeting set sales targets.
• Developing markets and enhancing market share.