About the Company :

- Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, our client works with the largest and the most reputed investors.

Location : Mumbai

Roles and Responsibilities :

- Impanel distributors to sell the investment management schemes

- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channels, and direct clients, as outlined

- Handling channel and client queries

Strategy Planning :

- Achieve set targets through a designed strategy

- Keep monitoring & review strategy on an ongoing basis

Internal Coordination :

- Liaising with senior management to arrive at clear objectives for the department

Resource planning :

- Liaising with investment teams to enable client interaction & information

- Liaising with operations and ensuring smooth functioning between the department & operations

- Ensure proper compliance with respect to all channel partners - distributors/clients etc.

Compliance :

- Ensure all activities are as per proper compliance internally and as per regulatory requirements

- Ensure all distributor agreements/client documentation has met all regulatory & compliance requirements on an ongoing basis

Requirements :

- Graduate

- Great command over English & Regional Language

Experience : 2 - 5 years

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