Role Designation: Retail Sales IFA
Department: Sales
Function: Sales
Job Purpose
- As a Relationship manager, the incumbent will be responsible to execute the initiatives and generate revenue for the channel assigned by ensuring achievement of Targets & market share from assigned IFA & NDs distributors.
Key Deliverables:
1. Achieve Assigned Sales Targets.
2. Share & Update channel partners on MF, PMS, AIF products and maintain relationships with the existing network of Channel Partners (IFA & NDs)
3. Gather market intelligence / competition activity and share regularly with management
4. Timely communication and updates to the channel partners.
5. Ensure timely coverage for all existing relationships assigned which should result into effective communication about Motilal Oswal Mutual Fund.
6. Respond to escalated issues/ complaints related from distributors.
7. Visit distributors on timely basis.
Role Requirements
Educational Qualifications: Graduation
Experience: 5+ Years of AMC experience managing Channel Sales
Domain Knowledge: Understanding of Mutual Fund Products, Active mutual funds space v/s passive mutual fund space
IT Skills: MS Office
NISM: MF -VA and PMS - XXI-A
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