Lead the Wealth Advisors Empanelment for EAAA platform level &subsequent; funds for achieving Targets for the Year
Doing/Getting the meetings done with senior management with allStake Holders of Identified & Assigned Wealth Advisors for building long termassociation.
Assist the interested distributors product teams in carrying outthe entire Due Diligence & evaluation process (including giving access toData Room) on the fund/strategy till the time they give their final clearanceand get empaneled
Collaboration - Coordinating with all EAAA internal teams forcarrying out Distributors due diligence process
Documentation & Servicing (negotiations and closure ofagreements like distribution agreements, NDAs, MOUs, Referral agreements,subscription agreements etc)
Wealth Advisors Asset Allocation Needs - Understanding WealthAdvisors/their Investors needs and providing the same info to platform team to conceptualizenew strategies and improvise existing offer docs.
Market Research - Tracking competition, AIFs & Industry andcompetition analysis on their various offerings
Planning Calendar - Planning yearly & quarterly Fund launch& Distribution calendars for each Wealth Advisors in advance
Conduct - Investor Education Programs / client engagement programs/ Webinars for active engagement &strengthening; all the targeted Distributor Relationships.
Act like a brand custodian to ensure all communication activitieswithin brand guidelines/compliance.
Understand the product requirements of Wealth Advisors and deliverthe same in a compliant way & ensure quarterly updated marketingcollaterals are getting shared and is being used post empanelment on fund/strategy.
Ongoing travel to visit & meet the assigned Distributors stakeholders to strengthen the relationships
Accountable for each & every activity till empanelment iscompleted, Distribution Agreement is signed, and Product Launch is done andfinally money is raised from that channel via EAAA Sales team
Responsible to track & align with the Wealth Advisors Productteam/Sales team of EAAA to bring all future drawdowns from the respective WealthAdvisors for even existing funds which were sold earlier
Accountable to all query resolution of assigned Wealth Advisorsfor all funds of EAAA
Accountable for updating on monthly/quarterly progress of thefunds & organizing Fund Managers call at agreed frequency with WealthAdvisors Product teams
Accountable for tracking & delivery of all/any commitmentsgiven to Wealth Advisors Product team while empaneling and post till the tenureof the funds
All other tasks/activities required for effective coverage of WealthAdvisors Product & centralized Team
Background Preference
Candidates with Wealth Advisors Coverage experience for AIFs (CATI, II & III) will be preferred.
~15 years of work experience in Distributors / WealthAdvisors / IFAs / NDs empanelment & Coverage for products manufactured byAIFs, Mutual Funds, Financial Institutions & Private Wealth Firm
Valuable in relationship building and have good knowledge ofInvestment products offered to Wealth Advisors to its clients
Proven track record of working with distributors product teams forBusiness Development
Creative, results-driven thinker who can clearly translatepriorities into strategy.
Business Development Skills and zeal to travel & interact withpeople
Good understanding of Financial Market & how Wealth industryworks.
Prefercandidates with MBA in marketing.
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Business Development - Wealth, National Distribution Professional (Mumbai)
🏢 Edelweiss Global Investment Advisors
📍 Mumbai
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