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28/12 Gerard Raj
Recruitment Partner at Sashr Consultants

Views:20 Applications:14 Rec. Actions:Recruiter Actions:0

Regional Sales Manager - Portfolio Management Services (10-15 yrs)

Bhubaneshwar/Orrisa Job Code: 305815

Job Title/Designation : Regional Sales Manager - Bhubaneswar (Business Development- Portfolio Management Services)

Job Location : Bhubaneswar

Job Description :

- Support the company's distribution initiatives and build relationships with key distributors

- Increase market share & visibility amongst select key distributors and manage new distributor empanelment

- Joint calls with distributor RM in a competitive market and assist them in documentation

- Channelize key market intelligence to the products & Investment team

- Liaise with investment team for investment ideas, distributor's visits, concalls, etc.

- Liaise with Operations & Customer Service team to provide seamless experience to customers

- Ensure compliance with regulatory framework at all times & with brand value

- Follow applicable KYC norms & other regulatory requirements

- To complete mandatory certifications & other knowledge upgradation activities

- Constant updation on new products & best practices

Candidate Details :

- MBA/PG equivalent

- 10+ years experience

- The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region

- Has managed key distributor relationships with MNC banks like HDFC, SCB, Citi, Kotak wealth etc.

- Thorough Knowledge & Understanding of Portfolio Management Services (PMS) & Alternate Investment Funds (AIF)

- Thorough Knowledge & Understanding of equity markets

- Willing to work in an Individual contributor role

CTC on offer : Best in the industry

About Client :

- Our client is a leading financial institution dedicated to providing comprehensive wealth management solutions.

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