Distributor Coverage Role - NBFC

Detailed job description:

- Work with assigned Distributors Product Teams to showcase XXX offerings

- Ongoing management & engagement of Distributors for Coverage & XXX platform level engagement

- Lead the Distributors Empanelment for XXX platform level & subsequent funds for achieving Targets for the Year

- Doing/Getting the meetings done with senior management with all Stake Holders of Distributors for building long association.

- Assist the interested distributors product teams in carrying out the entire Due Diligence & evaluation process (including giving access to Data Room) on the fund/strategy till the time they give their final clearance and empanel

- Collaboration - Coordinating with all XXX internal teams for carrying out Distributors due diligence process

- Documentation & Servicing (negotiations and closure of agreements like distribution agreements, NDAs, MOUs, Referral agreements, subscription agreements etc)

- Distributors Asset Allocation Needs - Understanding Investors needs and providing the same info to platform team to conceptualize new funds and improvise existing offer docs.

- Market Research - Tracking competition, AIF's & Industry and competition analysis on their various offerings

- Planning Calendar - Planning yearly & quarterly Fund launch & Distribution calendars for each Distributors in advance

- Conduct - Investor Education Programs / client engagement programs / Webinars for active engagement & strengthening all the targeted Distributor Relationships.

- Act like a brand custodian to ensure all communication activities within brand guidelines/compliance.

- Understand the product requirements of Distributors and deliver the same in compliant way & ensure quarterly updated marketing collateral are getting shared and is being used post empanelment on particular fund/strategy.

- Ongoing travel to visit & meet the assigned Distributors stake holders to strengthen the relationships

- Accountable for each & every activity till empanelment is completed, Distribution Agreement is signed and Product Launch is done

- Responsible to track & align with the Sales Head & team of XXX to bring all future draw-downs from the respective distributors for even existing funds which were sold earlier

- Accountable to all query resolution of assigned distributors for all funds of XXX

Expected skill sets/Background:

- Candidates with Distributors Coverage experience for AIF's (CAT I, II & III) will be preferred.

~15 years of work experience in Distributors empanelment & Coverage for products manufactured by AIF's, Mutual Funds, Financial Institutions & Private Wealth Firm

- Good in relationship building and have good knowledge of Investment products offered to Private Wealth Investors by Private Wealth Outfits

- Proven track record of working with distributors product teams

- Creative, results-driven thinker who can clearly translate priorities into strategy.

- Business Development Skills and zeal to travel & interact with people

- Good understanding of Financial Market & how Private Wealth industry works.

- Prefer candidates with MBA in marketing.