Retail Sales_Mutual Fund

Roles and Responsibilites:

Managing Sales & Marketing of Mutual Funds through IFAs, NDs.
– Increase sales (AUM) as per targets in addition to coordinating, managing and monitoring the activities     in the assigned region.
– Develop and maintain relationship with the IFAs, select NDs partners to source investments. Increase         the business allocation from them.
– Work exclusively with channel partners using comprehensive sales planning and converting expertise.
– Identify, research, and contact prospective customers and build positive relationships that will generate
future sales and repeat business.
– Refer sales leads, customer feedback, and information on competitor activity to appropriate contacts
within the organization so that they can respond to changing market conditions and customer demands.