Cluster Head

4 days ago

Mumbai, Maharashtra, India PEOPLENOMIC CONSULTING Full time ₹ 12,00,000 - ₹ 24,00,000 per year

We're Hiring: Cluster Head

Join one of the leading
financial services industry
specializing in a
sset and wealth management sector.


Location:
Mumbai


Eligibility:
Experienced in AIF, PMS & IFA channel


Experience:
Minimum 8 years

Key Roles & Responsibilities

  • 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 IFAs 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 Updating on new products & best practices

Minimum Qualification

MBA/ PG equivalent

Number of years of experience -

8-15 years

Experience

(Specific to any organization)

  • The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region
  • Has managed IFAs (Independent financial Advisors)
  • Thorough Knowledge & Understanding of AIF & PMS and equity markets
  • Thorough Knowledge on equity markets
  • Should be able to manage a team.

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