Purnartha Investment Advisors - Senior Relationship Manager - IFA Channel

JOB DISCRIPTION

Job Role : Senior Relationship Manager - IFA Channel

Experience : 5- 10 Years

Location : Mumbai, Pune

Roles and Responsibilities :

Generating Business & Expanding Market Share :

- Plan and deliver growth in sales through various initiatives designed for building long relationships
with distributors

- Identify, research, and contact prospective distributors and onboard them which will help generate
future sales

- Deepen the market penetration in respective geographies.

- Achieve set sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and initiatives

- Maintain meeting reports and diligently follow the sales process of the organization.

- Drive profitability & market share from the sourced AUM.

- Maintain & prioritize regular contact with channel partners to sustain and improve the relationship to facilitate business growth

- Ensure our distributors have a detailed understanding of our funds & products

- Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your geography

- Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors Sales support & market intelligence

- Coordinate with product and research team to provide support to the channel partners.

- Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share with the management team.

- We are looking at candidates from mutual fund companies , having exp in IFA channel sales