Manager - Sales/Business Development

2 - 6 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for: - Empanelling & Managing Channel Partners viz. Mutual Fund Distributors / Boutique Wealth Management Firms / Ex Private Bankers who have started their own practice, etc. - Engaging and scaling relationships with wealth managers from assigned Key Institutional Partnerships. - Promoting the entire suite of offshore investments ideas like ETFs / Stocks / Bonds / Mutual Funds / Institutional Funds / Structured Notes / PE VC Funds / Private Markets through Kristal A.I Platform. - Addressing channel partner / client queries on existing portfolio investments and creating portfolios in sync with their requirements. - Designing, implementing, and monitoring business development strategies to appoint new channel partners and reviewing their progress monthly. - Providing end-to-end solutions to family office / institutional / partners clients with the objective of building and retaining AUM on the platform through the managed channels. - Organizing regular channel partner meets and working in tandem with product & business lines to deliver assigned business objectives. - Establishing Kristal.AI as a strong household brand with respect to offshore & international investing. - Performance assessment KRAs may include gross sales, net sales, newly funded clients, net revenue, etc. Qualifications required for this role: - Commerce / Finance Graduate degree is a must. Post-Graduation is preferred. - Sound knowledge of capital markets and financial products / solutions. - Must have handled institutional / channel sales in the last 2-3 years of their career in Mumbai. About the company: Kristal.AI is a global, digital-first private wealth platform providing comprehensive and no-frills wealth management solutions for the entire spectrum ranging from sophisticated high net worth individuals to first-time investors. Powered by an unparalleled combination of advanced algorithms and investment professionals, Kristal.AI focuses on providing personalized products and unbiased advice. The company offers strong prospects for learning, growth, and career development while fostering a culture of camaraderie and ownership.,

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