About the Company:
Equirus is a leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Job description:
• Empanel distributors to sell the investment management schemes
• Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channels, and direct clients, as outlined.
• Handling channel and client queries
Strategy Planning:
• Achieve set targets through a designed strategy
• Keep monitoring & review strategy on an ongoing basis
Internal Coordination:
• Liaising with senior management to arrive at clear objectives for the department
• Resource planning
• Liaising with investment teams to enable client interaction & information
• Liaising with operations and ensuring smooth functioning between the department & operations.
• Ensure proper compliance concerning all channel partners - distributors/clients etc.
Compliance:
• Ensure all activities are as per proper compliance internally and as per regulatory requirements
• Ensure all distributor agreements/client documentation has met all regulatory & compliance requirements on an ongoing basis.
Location: Mumbai
Qualifications:
• Graduate
• Great command over English & Regional Language.
• Experience 4 – 5 years of B2B Sales
Shubham Vishwakarma
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