- 经验
- 任何
- 薪水
- —
- 职位空缺
- 1
- 发布
- 1 小时前
- 工作模式
- 在办公室
- 恢复
- 需要申请
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职位描述
Overview
This role is focused on boosting Alternate Asset sales within the assigned zone by aiding the sales team in distributor training sessions and accompanying Retail Sales staff on joint calls. The scope covers sales of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).
Organizational Context and Challenges
BSLAMC operates through a widespread distribution network including approximately 150 locations with 45,000 Independent Financial Advisors (IFAs), 190 National Distributors, and 85 banking partnerships across India, plus offshore presence in Singapore, Dubai, and Mauritius. With close to 1,000 employees and serving over 2.5 million customers, the company manages 176 schemes that span diversified equity, sector-specific equity, hybrid funds, debt, treasury products, as well as offshore funds targeting Non-Resident Indians.
The company’s strategy is rooted in long-term, research-driven investment approaches combined with regulatory adaptability, technological advancement, innovative product launches, and a diverse delivery mechanism encompassing direct channels, IFAs, distributors, and banks. It also engages actively with regulatory bodies including the Association of Mutual Funds in India (AMFI).
The market presents challenges in balancing changing regulations with maintaining growth and profitability amid intense competition.
Key Responsibilities
- Achieve assigned sales targets for PMS products within the region by collaborating and onboarding the right channel partners, and ensuring effective communication across distribution channels.
- Optimize the number of joint retail sales calls, enhancing interactions between high net worth investors and PMS providers beyond distributor interfaces.
- Ensure exemplary service delivery to sales teams, distributors, and investors, maintaining efficient documentation and smooth support processes with operations and customer service teams.
- Coordinate with the head office and branch network to provide timely reports, track MIS requirements, and relay feedback from sales teams, distributors, and investors.
Additional Information
- Portfolio Management Services represent a high-margin opportunity valuable in current market conditions, offering concentrated and benchmark-agnostic portfolios to investors.
- Distribution channels include Banks, National Distributors, and IFAs. Direct engagement with large family offices should also be explored.