Senior Consultant at See & Recruit
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Sales Role - Mutual Fund (4-7 yrs)
Retail Sales Execution :
1. Drives ongoing sales from the defined relationships and contribute towards regions achievements
2. Obtains and analyzes information from market to identify new clients/partners, makes product pitches, liaises with channel partners to increase sales
3. Profiles distributors and caters to their requirements to ensure ongoing business from them
Distributor Empanelment & Engagement :
1. Conducts regular meetings and contact with the distributors
2. Undertakes empanelment and activation of distributors
3. Disseminates updates and other product related information in timely manner
4. Organizes and executes trainings and engagements for partners
Reporting and compliance :
1. Ensures 100% compliance with internal reporting & audit systems
2. Updates CRM with requisite information to facilitate information collation and analysis
3. Undertakes installation of advertising and publicity materials for brand visibility
Responsibilities :
- Create and enforce plans that will help meet the needs of distributors and investors in terms of product information or service standards.
- Build long-term relationships with partners through various engagements.
- Develop and deepen the assigned relationships across large partners through various modes of communication and by leveraging on the internal ecosystem.
- Ensure regular dissemination of information from our fund house to all the partners.
- Monitor sales metrics, identify gaps and modify sales plan to ensure implementation of individual sales plan (e.g., MIS, CRM, Budgets, Activities, Weekly management reports).
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