Regional Sales Manager - BFS

The candidate is expected to cater to Wealth Managers, RIAs, Institutional Clients, Family offices, National & Regional Distributors. Additional responsibilities include the following :

- Execute market research : Develop competitive landscape overview and customer segmentation across multiple channels including Family Offices, Institutions, Distributors and Fee only advisors.

- Create lead generation campaigns to drive customer acquisition : Organize events with partners and retail customers to drive sales of mutual fund products. Events include knowledge sessions, meetups, workshops etc.

- Build customer relationships : Develop and strengthen relationships with all intermediaries as well as direct clients. Over-time to create

- Manage CRM and sales funnel : All sales events and initiatives to be tracked via continuous usage of CRM tool.

- Optimize sales strategy : Responsible to build and execute robust sales pipeline and strategy. Strategy spans from generating leads, landing first sale and expanding product portfolio over-time.