Role & responsibilities
Ensure effective and smooth relationships with assigned distributors/clients in the region to drive consistent business growth.
Responsible for prospecting and selling AIF & PMS products to High-Net-Worth Individuals (HNIs) through direct sales efforts and third-party distributors.
Develop solid distribution relationships through continuous engagement, training programs, and value-added initiatives.
Drive business through consultative engagement with Branch Managers, Senior RMs, and Regional Heads to enhance distributor participation.
Achieve sales targets, increase market share, and drive AIF & PMS penetration in assigned territories.
Monitor market trends, competitor strategies, and investor behaviour to refine sales approach and identify current opportunities.
Actively generate recent sales while strengthening existing client relationships.
Ensure compliance with SEBI regulations and internal risk management guidelines in all sales and marketing activities