Senior Manager / AVP – Direct Channel
Core
Overseeing the Direct channel to scale business and generate sales in the Mutual Fund/wealth management industry.
Role type
Senior Manager / AVP – Direct Channel
Builds
Direct business sales and client engagement strategies
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
Direct channel sales strategy, team leadership and supervision, CRM data management, regulatory compliance, competitor benchmarking, product pitch and cross-selling training
Preferred skills
Master's degree, 15-18 years of sales experience in Mutual Fund industry, prior Direct vertical experience, high knowledge of Financial Markets, AMFI/NISM certification
Technologies
CRM systems
Responsibilities
Supervise direct channel team members and execute sales plans, Generate sales and maintain client contact strategies, Plan engagement strategies including virtual seminars, Deliver sales presentations to clients, Drive outsourced sales force to achieve objectives, Monitor and ensure accurate recording of activities in CRM, Benchmark competitor products and provide market feedback, Apply regulatory requirements and mitigate risks, Partner with cross-functional teams for smooth sales operations, Provide training on product pitch and cross-selling
Seniority
Senior Manager / AVP, hands-on leadership