27 Sep
|
Intellectual Capital HR Consulting
|
Kolkata
27 Sep
Intellectual Capital HR Consulting
Kolkata
Role Summary We are looking for a energetic and result-oriented Channel Sales professional to drive business growth through Wealth Counters, Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), National Distributors (NDs), Family Offices and other wealth distribution partners across Kolkata and surrounding markets. The incumbent will be responsible for developing strong relationships with distribution partners, expanding the firm's distribution network, increasing product penetration and driving business/AUM mobilisation through the channel.
Key Responsibilities • Develop and manage relationships with Wealth Counters, IFAs, MFDs, National Distributors, Family Offices and other third-party distribution channels.
- Drive business development and AUM mobilisation through assigned distribution channels and territories.
- Identify and onboard new distribution partners to expand the firm's market reach.
- Build and maintain strong relationships with existing channel partners and ensure regular engagement and activation.
- Conduct regular partner meetings, investor awareness programs and product presentations.
- Present and communicate the firm's investment strategies and solutions effectively to channel partners and prospective investors.
- Work closely with the investment and product teams to effectively position the firm's investment offerings.
- Monitor market trends, competitor activities and investor preferences to identify new business opportunities.
- Develop and execute channel sales strategies to achieve monthly, quarterly and annual business targets.
- Maintain strong compliance and regulatory adherence across all distribution activities.
- Track business development, partner activation and AUM mobilisation and provide regular updates to management.
📌 PMS and AIF Sales - Kolkata For Investment Management Firm
🏢 Intellectual Capital HR Consulting
📍 Kolkata