Management Trainee

Role & responsibilities

1. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office
2. Distributors clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.
3. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation.
4. Collaborating with Rm's for client meeting and assisting to resolve problem where product expertise is required
5. Responsible for strategizing, growing, and managing channel partners.
6. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

Preferred candidate profile

Candidates with up to 1 year of experience in Mutual Funds or Alternative Sales, including freshers, with a background in finance.