Relationship Manager

Avani Consulting; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Avani Consulting seeks a regional ETF sales specialist to enable sales through distributors,RIAs and investors. You will conduct product trainings and drive ETF targets across the assigned region, acting as the single point of contact for ETF closures and queries.

You will train distributors, internal staff and investors, communicate market outlook, and help expand distribution channels including PMS, PFs and family offices.

Responsibilities

• Responsible for Concept Selling across the region, leveraging mapped distributor & investor relationships
• Drive Sales through National & Regional Distributors, RIAs, Wealth & other retail distribution channels
• Design and execute sales strategies with local distribution channels and broking platform
• Responsible for ETF targets (Net Sales, Investor Count, IAP Events) for the Zone and to create positive environment to drive passive products sales
• To conduct Regular Training and Knowledge Sessions for distributors, Internal Employees & investors across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information
• To conduct Regular individual & group meetings with investors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market
• Grow, develop and activate new distribution and business verticals – PMS, PFs, Broking, Family Offices
• Providing critical ground level feedback for enhancing business activities, products & any other feedback based on customer & team interaction
• Give market feedback to central team on Competition Products Positioning and Product sales in market
• Recommend ETF's as part of Asset Allocation / Core portfolio to investors directly or through RM's

Job description

Responsible to enable ETF sales by leveraging product knowledge and supporting the zonal sales team. Primarily responsible for conducting product trainings and knowledge sessions for distributors, investors and internal employees and achieving ETF business targets for the assigned Region. To be the Single point of contact for all ETF related sales closures & queries of the team and investors

D. Key Accountabilities

1. Responsible for Concept Selling across the region, leveraging mapped distributor & investor relationships
2. Drive Sales through National & Regional Distributors, RIAs, Wealth & other retail distribution channels.
3. Design and execute sales strategies with local distribution channels and broking platform
4. Responsible for ETF targets(Net Sales, Investor Count, IAP Events) for the Zone and to create positive environment to drive passive products sales
5. To conduct Regular Training and Knowledge Sessions for distributors, Internal Employees & investors across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information
6. To conduct Regular individual & group meetings with investors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market
7. Grow, develop and activate new distribution and business verticals – PMS, PFs, Broking, Family Offices
8. Providing critical ground level feedback for enhancing business activities, products & any other feedback based on customer & team interaction
9. Give market feedback to central team on Competition Products Positioning and Product sales in market
10. Recommend ETF's as part of Asset Allocation / Core portfolio to investors directly or through RM's