Posted by
Posted in
Sales & Marketing
Job Code
1703472

Job Summary :
We are seeking a dynamic and relationship-driven Distribution Investment Consultant to drive business growth through distributor and channel partner networks. The ideal candidate will be responsible for developing and managing relationships with financial intermediaries, distributors, wealth partners, IFAs, banks, and other distribution channels while promoting investment products and solutions.
The role requires strong knowledge of financial markets, investment products, distributor engagement, and channel sales within the asset management, wealth management, or financial services industry.
Key Responsibilities :
- Develop, manage, and strengthen relationships with distributors, channel partners, wealth advisors, IFAs, banks, and other intermediary networks.
- Identify and onboard new distribution partners to expand market reach and business penetration.
- Build long-term partnerships through regular engagement, business reviews, and collaborative growth initiatives.
- Act as the primary point of contact for distributor partners and ensure a high level of service and support.
- Drive sales and asset growth through designated distribution channels within assigned territories.
- Develop and execute distribution strategies to achieve business targets and increase product penetration.
- Build and maintain a strong sales pipeline across existing and prospective distribution partners.
- Identify new opportunities within the channel ecosystem to expand market share and assets under management.
- Conduct product presentations, training programs, and knowledge sessions for distributor partners.
- Provide regular updates on investment products, market developments, and portfolio strategies.
- Support distributors in client acquisition and relationship management through joint meetings and investor interactions.
- Assist partners in identifying client needs and recommending suitable investment solutions.
- Monitor market trends, competitor activities, and regulatory developments impacting the investment and asset management industry.
- Gather feedback from distribution partners and provide actionable insights to internal stakeholders.
- Collaborate with Product, Research, Marketing, Operations, and Compliance teams to enhance distributor experience and business outcomes.
- Ensure timely resolution of distributor queries and operational issues.
- Support post-sales activities and maintain high partner satisfaction levels.
- Drive engagement initiatives aimed at improving distributor productivity and retention.
Required Skills & Experience :
- 7 - 12 years of experience in Distribution Sales, Channel Sales, Wealth Management, Asset Management, Mutual Funds, or Financial Services.
- Strong network across distributors, IFAs, wealth advisors, banks, national distributors, or financial intermediaries.
- Sound understanding of investment products such as Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and Wealth Solutions.
- Strong relationship management, sales, and business development capabilities.
- Excellent communication, presentation, and stakeholder management skills.
- Ability to interpret market trends and translate them into business opportunities.
- Proven track record of achieving sales and business growth targets.
Preferred Qualifications :
- Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related discipline.
- MBA in Finance, Marketing, or related field preferred.
- Certifications such as NISM, AMFI, CFP, CFA (Level I or above), or equivalent will be an advantage.
Ideal Candidate Profile :
- Strong relationship builder with experience managing distributor and channel networks.
- Deep understanding of investment products and financial markets.
- Commercially driven with a consultative approach to sales.
- Self-motivated professional capable of managing regional business growth and partner engagement independently.
Didn’t find the job appropriate? Report this Job
Posted by
Posted in
Sales & Marketing
Job Code
1703472