Role Designation: Relationship Manager Department: Sales Function: Passive Business Reporting to: Regional Head Passive Sales
Job Purpose
We are seeking a dynamic and driven individual to join our sales team in a Passive Sales Role. The primary responsibility is to promote and drive the adoption of passive investment products, such as Exchange-Traded Funds (ETFs) and Index Funds, through various distribution channels, including MFDs (Mutual Fund Distributors), Banks, and National Distributors (ND).The ideal candidate should have a strong understanding of passive products, excellent relationship-building skills, and a passion for growing business through innovative strategies and partnerships.
Key Deliverables
- Develop and manage relationships with MFDs, Banks, and NDs to drive passive product sales.
- Onboard and engage current distributors, ensuring product awareness and training on passive investment strategies.
- Achieve assigned sales targets by effectively pitching passive products.
- Monitor and analyze sales performance across channels to identify growth opportunities.
- Conduct presentations, webinars,
and training sessions to educate distributors and clients on the benefits and structure of passive products.
- Collaborate with the marketing team to create and distribute product collaterals and campaigns.
- Gather feedback from distributors and clients to improve product offerings and identify market trends.
- Stay updated on competitors' offerings and recommend strategies to maintain a competitive edge.
- Ensure adherence to all regulatory and compliance guidelines while promoting products.
- Provide regular updates and detailed reports on sales performance and channel engagement.
Role Requirements
- Education: MBA/PGDM with specialization in Finance & Marketing.
- Experience: 3-8 years of experience in sales within the AMC industry.
- Certificate: NISM VA is must as per the regulatory body. Key Attributes
- Self-motivated and results-driven.
- Ability to work collaboratively with cross-functional teams.
- Strong networking, Communication and negotiation skills.
- Proven expertise in selling passive products like ETFs or Index Funds & Strong knowledge of passive investment products and financial markets.