Relationship Manager-Retail Sales (Multiple channel) Mutual Fund

Relationship Manager Retail SalesPosition Purpose:

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 organization.

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

Attributes

• positive and go getter attitude & strong teammate.
• Display entrepreneurial drive, passion and enthusiasm.
• Customer oriented attitude