Senior Manager (AMC, MFD Channel, PMS, AIFs) – Lucknow

Abreast Global; Lucknow; On-site; INR 600,000 - 800,000; Full time

Job summary

A financial services company in Lucknow is seeking an individual to manage and implement distribution strategies through relationships with key distributors. The candidate should have thorough knowledge of AIF, PMS, and equity markets, as well as experience in compliance and regulatory frameworks. This role requires an individual contributor who can enhance market visibility and drive strategic initiatives within the competitive market landscape.

Responsibilities

• Support and build relationships with key distributors.
• Increase market share and visibility amongst distributors.
• Liaise with investment and customer service teams.

Skills

Distributor relationship management

Market analysis

Compliance with regulatory requirements

Knowledge of AIF & PMS

Job description

Key Responsibilities:

1. Support the company's distribution initiatives and build relationships with key distributors.
2. Increase market share & visibility amongst select key distributors and manage new distributor empanelment.
3. Joint calls with distributor RM in a competitive market and assist them in documentation.
4. Channelize key market intelligence to the products & Investment team.
5. Liaise with investment team for investment ideas, distributor's visits, concalls, etc.
6. Liaise with Operations & Customer Service team to provide seamless experience to customers
7. Ensure compliance with regulatory framework at all times & with brand value.
8. Follow applicable KYC norms & other regulatory requirements.
9. To complete mandatory certifications & other knowledge upgradation activities.
10. Constant updation on new products & best practices.

Experience:

• The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region.
• Has managed key distributor relationships with Indian & MNC banks.
• Thorough Knowledge & Understanding of AIF & PMS and equity markets.
• Thorough Knowledge on equity markets.
• Willing to work in an individual contributor role.