Senior Manager / AVP - Business Development
Core
Formulating and driving strategy for Retail Advisory Services, managing key relationships with National Distributors, Fintechs, and Independent Financial Advisors to achieve sales targets.
Role type
Senior Manager / AVP, Business Development (Distribution Strategy)
Builds
Sales growth and strategic partnerships for mutual fund distribution channels
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
relationship management, key account management, sales strategy, product knowledge, regulatory compliance, impact analysis, cross-functional coordination
Preferred skills
Master's degree, CFA/CFP, strong local market understanding, negotiation, presentation
Technologies
MIS, Mathematics of Retail, Talisma
Responsibilities
Manage key distributor relationships, drive projects to develop central gatekeeper relationships, achieve and exceed sales targets, strategize business plans with distributors, coordinate execution with regional teams, monitor sales metrics, apply regulatory requirements and mitigate risks
Seniority
Senior Manager / AVP, strategic leadership