Job Description

POSITION: Branch Manager xe2x80x93 Retail Sales
Reports to (Position): Zonal Head/ Cluster Head xe2x80x93 Retail Sales
Position Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuous
and sustained subscription to organizationxe2x80x99s funds. Ensuring adequate mix of product sales
and meeting set targets. Developing markets, enhancing market share as well as handling
distributor learning across funds and various investment products on offerPrincipal Accountabilities:Generating Business
xefx82xb7 Contribute to growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization.
xefx82xb7 Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans. Prioritize and schedule activities so targets are met.
xefx82xb7 Maintain call reports and implement the sales process of the organization.
xefx82xb7 Drive profitability & market share for the organization Building positive relationships with channel partners
xefx82xb7 Strengthen working relationships with current channel partners and distributors to entrench the brand and drive sales.
xefx82xb7 Maintain & prioritise regular contact with channel partners to sustain and improve the relationship.
xefx82xb7 Ensure our distributors have a detailed understanding of our funds & products.
xefx82xb7 Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.
xefx82xb7 Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.
xefx82xb7 Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business Sales support & market intelligence
xefx82xb7 Provide sales support to existing and new relationships, respond to more complex customer enquiries.
xefx82xb7 Collect market & competitor intelligence on investment strategies, engagement
efforts and talent and share within the organisation.Knowledge, Skills, Competencies, and Certificationsxefx82xb7 Excellent interpersonal skills, communication, & presentation skills
xefx82xb7 Well entrenched & networked in the local AMC market
xefx82xb7 Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets.
xefx82xb7 Effective knowledge of MS Word, Excel, and PowerPoint
xefx82xb7 Strong on analytics and problem-solving skills.
xefx82xb7 Aptitude for building positive relationshipsCertificationsxefx82xb7 NISM Series V - Mutual Funds Distributor Module certified
xefx82xb7 NISM XXIA PMS Module certificationCompetencies
xefx82xb7 Excellent Communication xe2x80x93 communicates with confidence
xefx82xb7 Collaboration
xefx82xb7 Innovation & Continuous Improvement
xefx82xb7 Client centricity
Attributes
xefx82xb7 A positive, go-getter attitude & acts as a part of a team.
xefx82xb7 Display entrepreneurial drive, passion, and enthusiasm.
xefx82xb7 Focuses on clientsPreferred Industry Experiencexefx82xb7 Financial Services preferably Mutual Fund sales
xefx82xb7 6-10 years of experience

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