Team Leader - MF Retail Sales

Generating Business
· Devise
strategies for driving distributor relationships, sales targets and market
share from the assigned channel.
· Lay
out the roadmap for broad basing the number of sales points (distributors) by
identifying & driving the tie ups with various distributor groups.
· Achieve
defined sales targets through a consistent sales effort by establishing annual,
quarterly, monthly, or weekly sales plans and prioritize and schedule team’s
activities so these targets are met.
· Leading
and monitoring the team efficiency, sales target achievement and sales effort
through regular call reports, MIS and ensuring the adherence to the sales
process of the organization.
· Drive
profitability & market share from the sourced AUM by the team.
Sales support & market intelligence
· Collect
market & competitor intelligence on investment strategies, engagement
efforts and talent and share within the organization.
· Track
& rectify any gaps in daily Sales MIS across various products for the
channel.
· Inculcate
an attitude of continuous learning & improvement within the team. Ensure
team is up to date on product knowledge & market information.
· Drive
awareness on other organization processes & initiatives in the team.
· Track
activities & sales expenses incurred during the month and drive focused
products & share feedback with the team.
· Co-ordinate
inter departmental efforts for flawless transaction experience for the
distributor.
Knowledge
/ Skills / Education Qualifications:
· Excellent
inter personal skills, communication & presentation skills
· Well
entrenched & networked in the local AMC market
· Strong
grasp of investment concepts and products in the asset management industry
including a very good understanding of equity & fixed income markets.
· Good
knowledge of MS Word, Excel and PowerPoint
· Strong
on analytics and problem-solving skills.
· Coaching
skills.
· NISM
Series V - Mutual Funds Distributor Module certified

Employment type
Employee

Work arrangement
No