Lead - AIF Sales (Individual contributor role For Alternate Business)

2 weeks ago

Bengaluru, Karnataka, India Tata Asset Management Full time ₹ 5,00,000 - ₹ 10,00,000 per year

About Role:

The candidate shall be the Alternate Product Champion for the area , and flag bearer of Alternates within the area. The incumbent is expected to identify opportunities, partners and clients within their area.

Key Responsibilities:

  • Achievement of Gross Sales, Net Sales assigned in allotted geographic territory for AIF products across channels.
  • Will have key goals on partner activation.
  • Engage with the mapped relationships as per coverage plan, and help partners close deals of Alternate Products
  • Required to conduct events to engage with partners/clients
  • Provide all the support in acquisition & servicing of HNI/UHNI customers of Partners for Alternate Products selling.
  • Travel (if need be) within the area for generating Alternates business.
  • Adhere to the defined sales process and reporting requirements.
  • Use internal and external data for sharper focus and market intelligence.
  • Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.
  • Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to partners for various requirements.
  • Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements.
  • Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner.
  • Any other Job as assigned by the management from time to time

Role Specific Competencies:

  • In depth knowledge of Alternates
  • Self-Starter and ability to bring the deals to close
  • Effective networking and relationship building skill
  • Quick learning Ability
  • Always updated with latest information on Alternate products
  • Strong memory to recall product information
  • Ability to gauge the partners clients interest and orientation, and to pitch for suitable Alternate products
  • Keen interest in stock markets
  • Ability to come up with insightful information during the client discussion

Behavioral Competencies:

  • Effective negotiation & interpersonal skills
  • Strong ability to convince
  • Result orientation
  • Strong Communication skills
  • Adaptability to travel and work

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