AVP & Channel Head - Retail Sales (Core MFD experience), Mumbai

Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of distributor relationships in the best interest.
Generating Business

 Plan strategies to drive sales which would include building distributor relationships, supporting them and improving market share from the assigned channel
 Collect and analyse market and competitor data to make informed decisions which would benefit the organisation.
 Identify & prioritise your distributor partners to ensure optimum utilisation of resources ensuring tie-ups with various distributor groups for business growth.
 Identify and onboard new channel partners to expand market reach.
 Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule team’s activities so these targets are met.
 Leading and monitoring the team efficiency, sales target achievement and sales effort through regular call reports, MIS and ensuring the adherence to the sales process of the organization.
 Adhere to regulations including the team.
 Drive profitability & market share from the sourced AUM by the team.

Building positive relationships with channel partners

 Provide training and support to channel partners to ensure successful product positioning and sales.
 Strengthen working relationships with current channel partners and distributors to entrench the brand and advance sales.
 Maintain & prioritize regular contact with distributors 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 offered to distributors, Fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.
 Identify, research, and contact prospective distributors and build positive relationships that will generate future sales and repeat business

Sales support & market intelligence

 Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organization.
 Track & rectify any gaps in daily Sales MIS across various products for the channel.
 Inculcate an attitude of continuous learning & improvement within the team. Ensure team is up to date on product knowledge & market information.
 Drive awareness on other organization processes & initiatives in the team.
 Track activities & sales expenses incurred during the month and drive focused products & share feedback with the team.
 Co-ordinate inter departmental efforts for flawless transaction experience for the distributor.

Knowledge / Skills / Education Qualifications:

 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.
 Good knowledge of MS Word, Excel and PowerPoint
 Strong on analytics and problem-solving skills.
 Coaching skills.
 NISM Series V - Mutual Funds Distributor Module certified

Personal Characteristics and Behaviours:

 Excellent & respectful Communication
 Thinking ahead & making fact-based decisions
 Passion for excellence through strong execution
 A positive and go getter attitude, strong leader.
 Display entrepreneurial drive, passion and enthusiasm.
 Customer oriented attitude