Senior BD Professional - Mutual Fund Sales & Distribution - Investment Bank

Our client is an Investment bank, offering clients a wide range of financial products and services, including mutual funds. Due to expansion in the business, they are currently looking for a Mutual Fund Sales & Distribution Professional to join their team.

Role: Mutual Fund Sales and Distribution

Region: West

Location: Mumbai

Experience: 6-8 years (minimum)

Division: Investment solutions

Responsibilities:

- Developing new relationships with SME, MSE and Large corporate, banks and financial institutions who are leading investors for treasury management solutions.

- Identification of such potential accounts, initiating dialogue with them on deliverables and convert them and gain a reasonable share of the overall business.

- Business mobilization in line with the budgeted targets for various asset classes.

- Advising the investors in collaboration with Research on the house views on money markets, fixed income and equity view and also on currency markets trends,.

- Channelization of the contacts for extension of the Company's business interests with individual employees also in order to promote the products relevant to the category.

- Ensuring the promised deliverables and periodic portfolio reviews and client servicing so that existing as well as new relationships are maintained well.

- Co-ordination locally with AMCs for working together on new products and also for organizing events which are of utility to the investors.

- Providing MIS in the prescribed formats to the Functional Head on the business done at the frequency stipulated from time to time.

Profile:

- The person may be a graduate /post graduate in any of the relevant disciplines, like management, economics, commerce, math or statistics.

- Should have at least 6-8 years of experience in corporate sales.

- Candidates should have exposure to mutual fund sales with an AMC or Corporate Distribution House in treasury management solution for corporate for at least 4 years and having exposure to handling business with corporate treasuries with advisory on various market segments and products.

- Should have very good communication as a very essential skill as success with larger and sophisticated players in the market would depend to a large extent on this critical acumen.

Products and Solutions offered

Equity

Mutual Funds

Direct Equity

PMS

Fixed Income

Mutual Funds

Bonds

Fixed Deposits

Alternate Products

Real Estate

Structured Products

Private Equity