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Retail Sales

3 months ago

pune, India TRUST Mutual Fund Full time

Core Purpose of the role:

  • Onboard network of key MFD’s, intermediaries.
  • Responsibilities for Sales and relationship management with set of Intermediaries/distributors mapped.
  • Responsible for promoting our Funds and capabilities to distributors as suitable, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling.
  • Visibility with the distributors through calls, 1-on-1 meeting, regular dissemination of marketing material (Fact sheets, Brochures), mailers, group meetings with distributors RM/clients of distributors.
  • Responsible for Distributor Servicing for the assigned distributors.
  • Should be sensitive to the needs of distributors in term of Product Updates, Query resolution and ensure proper follow up, etc.
  • Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business.
  • Gather market intelligence and find out the strategies to counter competition in the market.
  • Create brand awareness by organizing events, conferences, product sessions for distributors for top-of-the-mind recall.
  • Ensuring that the distributors are trained on all products and operational procedures and informed on the Regulatory fee on regular basis.


Talent Attribute:

  • Excellent sales & analytical ability
  • Comprehensive understanding of the Mutual Markets and products
  • Strong networking skill and relationship management
  • Excellent written, communication and presentation skills