Branch Manager- Mutual Fund Retail Sales (IFDs/ MFDs, NDs, and Banks), Bhubaneswar

POSITION: Branch Manager – Retail Sales
Reports to (Position): Zonal Head/ Cluster Head – Retail Sales
Position Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuous
and sustained subscription to organization’s funds. Ensuring adequate mix of product sales
and meeting set targets. Developing markets, enhancing market share as well as handling
distributor learning across funds and various investment products on offer

Principal Accountabilities:

Generating Business
 Contribute to growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization.
 Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans. Prioritize and schedule activities so targets are met.
 Maintain call reports and implement the sales process of the organization.
 Drive profitability & market share for the organization Building positive relationships with channel partners
 Strengthen working relationships with current channel partners and distributors to entrench the brand and drive sales.
 Maintain & prioritise regular contact with channel partners to sustain and improve the relationship.
 Ensure our distributors have a detailed understanding of our funds & products.
 Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.
 Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.
 Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business Sales support & market intelligence
 Provide sales support to existing and new relationships, respond to more complex customer enquiries.
 Collect market & competitor intelligence on investment strategies, engagement
efforts and talent and share within the organisation.

Knowledge, Skills, Competencies, and Certifications


 Excellent interpersonal skills, communication, & presentation skills
 Well entrenched & networked in the local AMC market
 Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets.
 Effective knowledge of MS Word, Excel, and PowerPoint
 Strong on analytics and problem-solving skills.
 Aptitude for building positive relationships

Certifications

 NISM Series V - Mutual Funds Distributor Module certified
 NISM XXIA PMS Module certification

Competencies
 Excellent Communication – communicates with confidence
 Collaboration
 Innovation & Continuous Improvement
 Client centricity
Attributes
 A positive, go-getter attitude & acts as a part of a team.
 Display entrepreneurial drive, passion, and enthusiasm.
 Focuses on clients

Preferred Industry Experience

 Financial Services preferably Mutual Fund sales
 6-10 years of experience