Relationship Manager
4 hours ago
Company Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline.
Opening is for Multiple Location:
- Pune and ROMG - 5 years to 8 years of PMS, AIF, Sales Distribution.
- Kolkata and Rest of East - 5 years to 8 years of PMS, AIF, Sales Distribution.
JOB DESCRIPTION
- Reporting to – National Sales Head
- Designation as per total work experience
- Qualification: Graduation / PG (Preferably Sales, Finance, Marketing)
- Background: From an AMC only (MF, AMC or PMS, AIF, Distribution)
This description outlines a comprehensive role in wealth management and distribution, emphasizing client relationship management, market penetration, and team leadership. To summarize the main responsibilities:
- AUM Growth through Relationships : Build and maintain relationships with key partners like national distributors, banks, and direct clients to drive Assets Under Management (AUM) growth.
- Promotion & Brand Strategy : Plan and implement targeted promotional strategies to increase market penetration and brand visibility at both the investor and distributor levels.
- Channel Strengthening & Training : Strengthen distribution channels by providing essential training, including technical and soft skills, to ensure effective outreach and support.
- Operational Compliance : Ensure seamless branch operations with strict adherence to regulatory compliance.
- Sales of PMS to HNIs : Sell Portfolio Management Services (PMS) products to High Net-Worth Individuals (HNIs) and provide investment advisory services across different segments, including banking, non-banking, institutional, and offshore investors.
- Relationship Management with Intermediaries : Maintain relationships with key intermediaries (e.g., SCB, HDFC, Kotak Privy, Aditya Birla, etc.) and onboard/train Independent Financial Advisors (IFAs) to generate business across the region.
Mandatory NISM Courses:
- NISM Series XXI-A: Portfolio Management Services (PMS) Distributors
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