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14/12 Gerard Raj
Recruitment Partner at Sashr Consultants

Views:40 Applications:12 Rec. Actions:Recruiter Actions:7

Senior Manager/AVP - Business Development - Portfolio Management Services - NBFC (10-15 yrs)

Vadodara/Baroda Job Code: 304048

Sr Manager / AVP - Business Development- Portfolio Management Services

Job Location: Vadodara

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. With a commitment to excellence and a client-centric approach, our client aims to help individuals and institutions achieve their financial goals through personalized investment strategies.

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