Sales Relationship Management

Desired Profile

• B2B sales experience in SEBI-regulated PMS / AIF / mutual funds or in Wealth Management setups.
• Should have handled HNI / Wealth / Family office in prior roles.
• Strong references and should have added value to both clients as well as the prior employer.
• Should be able to work closely with national distributors, wealth partners and direct clients.
• Knowledge of fundraising regulations & compliance.
• Comfortable with targets & investors’ expectations.
  

Key Responsibilities

• Develop & implement sales strategy, expand and promote distribution network, and collaborate with internal departments to achieve organizational target.
• Acquire direct clients in target markets, drive sales, and increase market share.
• Lead the state-wide sales efforts, provide guidance, support, and direction to the sales function.
• Regularly visit and communicate with institutional clients and all categories of distributors across assigned geography, to maintain strong relationships.
• Identify and evaluate new market opportunities, distribution channels, and partnership opportunities to expand the reach of the fund house and enhance competitive positioning.
• Represent the fund at industry conferences, client meetings, and other relevant events to promote the organization and its funds.