Generating Business & Expanding Market Share : - Plan and deliver growth in sales through various initiatives designed for building long relationships with distributors - Identify, research, and contact prospective distributors and onboard them which will help generate future sales - Deepen the market penetration in respective geographies. - Achieve set sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and initiatives - Maintain meeting reports and diligently follow the sales process of the organization. - Drive profitability & market share from the sourced AUM.



- Maintain & prioritize regular contact with channel partners to sustain and improve the relationship to facilitate business growth - Ensure our distributors have a detailed understanding of our funds & products - Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your geography - Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors Sales support & market intelligence - Coordinate with product and research team to provide support to the channel partners. - Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share with the management team. We are looking at candidates from mutual fund companies , having exp in IFA channel sales

📌 Senior Wealth Manager-IFA (Mumbai)
🏢 Purnartha Investment Advisors
📍 Mumbai