Manage and strengthen relationships with key distributors, Independent Financial Advisors (IFAs), National Distributors, Banks, Wealth Management Firms, and Corporate Partners.
Drive mutual fund sales and achieve AUM, SIP, and revenue targets.
Identify new business opportunities within existing accounts and acquire new strategic partners.
Conduct regular meetings with partners to promote mutual fund products and investment solutions.
Organize product presentations, investor awareness sessions, and training programs for channel partners.
Provide market insights, product updates, and investment recommendations in coordination with the investment and product teams.
Monitor sales performance, partner productivity, and portfolio growth.
Resolve partner queries and coordinate with internal teams to ensure seamless service.
Track market trends, competitor activities, and customer requirements to develop growth strategies.
Maintain accurate records of partner interactions, sales activities, and pipeline in the CRM system.
Ensure adherence to all regulatory guidelines and company compliance policies