Job DescriptionRole Requirements:
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- Graduate / Postgraduate in Finance, Business Administration, Economics, or related field.n
- Great command over English & Regional Languagesn
- Experience 8 to 12 years, preferably with relevant exposure to PMS / AIFn
- Certified NISM-Series-XXI-An
nRoles & Responsibilities:
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- Driving Sales Across B2B and B2C Channelsn
nDevelop and implement strategies to drive revenue through both business-to-business (B2B) and business-to-consumer (B2C) channels, ensuring alignment with overall company goals.
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- Managing and Expanding Distribution Partnershipsn
nCultivate and manage relationships with key distribution partners, including banks, national distributors, Multi Family Offices and MFDs. Focus on expanding existing partnerships and identifying current opportunities.
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- Achieving Sales Targetsn
nGenerate sales in line with targets set through a strategic mix of external channel partners, internal sales teams, and direct client interactions.
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- Reporting & MISn
nMaintain a healthy sales pipeline through CRM tools. Report sales achievements, forecast targets, and investor feedback to the management team on a weekly/monthly basis.
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- Market Intelligence and Competitor Analysisn
nConduct through market research and gather competitor insights to shape sales strategies and stay competitive in the market.
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- Resource Planningn
nPlan and allocate resources effectively to optimize sales performance, ensuring that teams are equipped to meet sales targets.
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- Coordinating with Investment Teamsn
nWork closely with investment teams to facilitate client interactions, ensuring timely and accurate information exchange for smooth decision-making.
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- Ensuring Smooth Operations:n
nCoordinate with operations to ensure seamless communication and functioning between the sales department and operational teams.
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- Compliance Management:n
nEnsure compliance with
📌 Vice President (Pune)
🏢 Equirus
📍 Pune
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