Mutual Fund Sales Role - Financial Services (3-10 yrs)
Mutual Fund Sales (AMC)
- Execute market research; Develop competitive landscape overview and customer segmentation across multiple channels including Family Offices, Institutions, Distributors and Fee only advisors.
- Create lead generation campaigns to drive customer acquisition
- Organize events with partners and retail customers to drive sales of mutual fund products. Events include knowledge sessions, meetups, workshops etc.
- Build customer relationships
- Develop and strengthen relationships with all intermediaries as well as direct clients. Over-time to create
- Manage CRM and sales funnel
- All sales events and initiatives to be tracked via continuous usage of CRM tool.
- Optimize sales strategy
- Responsible to build and execute robust sales pipeline and strategy. Strategy spans from generating leads, landing first sale and expanding product portfolio over-time.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
