State Head - Mutual Fund

State Head (Karnataka)

Experience: 12+ Years

Educational Qualifications: Any Post Graduate degree. Candidates with a specialization in Finance will be preferred. CFA or CFP will be an added advantage

Primary job responsibilities:

- Drive business through Mutual Fund Distributors, Banks, and National Distributors across Karnataka

- Increase the market share with channel partners in the state

- Deliver effective presentations - one-to-many sessions with partners.

- Move partners to our digital platform for adoption and penetration which helps us achieve our vision of being a Digital AMC.

- Use digital tools, enablers, and internal communications effectively and in an engaging way to get desired results from the distribution partners.

- Sell the entire basket of organization products both Active and Passives / AIFs with the same zeal and enthusiasm.

- Mentor and guide team members in achieving their goals.

- Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions

Knowledge and skills required for the role:

- NISM - Advisory module qualified

- Knowledge of Equity and Fixed Income markets

- Must manage communication to convince within/ outside the firm to accept proposals and programs where there is little interest in cooperating and participating.

- Working knowledge of Microsoft Office (Excel, Word, and PowerPoint)