Director at Kristal Advisors Pvt Ltd
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Kristal.AI - Sales Advisor - Channel Partner Business (3-5 yrs)
Designation : Kristal Advisor- Channel Partner Business
Years of experience : 3 to 5 years
Location : Delhi
Kristal.AI is a global, digital-first private wealth platform providing comprehensive wealth management solutions for the entire spectrum of investors ranging from sophisticated high net worth individuals to first-time investors. Powered by an unparalleled combination of advanced algorithms and investment professionals, we focus on providing personalized products and unbiased advice. We have the finest minds of the fintech industry as part of our leadership team and have been recognized by several forums to be at the forefront of the fintech industry. We are also backed by a leading VC in India - Chiratae Ventures (formerly IDG Ventures).
Key responsibilities :
- Empanel & Manage Mutual Fund Distribution IFAs for promoting the Offshore Investments products like ETFs/Mutual Funds /Structured Notes/Private Market through Kristal A.I Platform.
- Design, implement and monitor business development strategies to appoint ne channel partners and review their progress on a monthly basis.
- Provide end to end solutions to family office/ institutional /promoters clients with the objective of building and retaining AUM on the platform.
- Organize regular channel partner meets. Working in tandem with product & business lines to deliver assigned business objectives.
- Establishing Kristal.AI as a strong household brand in a mass affluent space.
Skills mandatory for this role :
- Ideal Candidates should have Graduate/P.G degree with minimum of 3-5 years work experience preferably in AMC distribution managing Institutional Sales/ Private Banks TOP IFAs of respective markets
- Must have handled Institutional/ channel sales in last 2-3 years of his/her career in Delhi
- Knowledge of capital markets and financial services products
- NISM certification is must
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