Designation : Associate (Designation is Flexible)
Reports to: Director – Bhautik Ambani
Employment Type: Full time
Education Qualification: MBA in Marketing
Key Skills Required:
- Effective and clear communication
- Good Presentation Skills
- Powerpoint / Excel
- Confident Personality
Key Responsibilities:
- Largely will look after the PMS Product Sales – B2B Sales… Through IFA Channel
- Needs to have strong IFA Relationships
- Provide Product Support in terms of Creating and updating Presentations for the Products like Ambit Alpha Fund, Ambit Frontier Fund (Offshore) PMS products.
- Developing and Maintaining Distributor Relationships - Primarily large Wealth Management outfits
- Financial planning for the Client
- Asset allocation and security selection with rebalancing as and when required.
- Tax and legal advisory
- Basis due diligence
- Work closely with Director marketing & Business Development and provide the required support
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