Job Description

- Job Title: Assistant Manager/Manager - Channel Sales- Department: Asset Management- Experience: Minimum 2 years- Education: Graduation/PGDM/MMS- Location: Hyderabad/Rajkot/Surat/BarodaAbout the Role : As an Assistant Manager - Channel Sales, You are responsible for acquiring and managing clients through channel partners like IFAs, wealth managers, and distributors. You shall promote PMS and AIF products, provide investment solutions based on client needs, and support business growth through strong relationship management and market insights.Key Responsibilities:- Assist Zonal/Regional Heads in identifying and acquiring new clients.- Drive business development through financial intermediaries such as advisors, wealth managers, bankers, family offices, and national distributors.- Nurture and deepen relationships with existing and prospective clients.- Explain product offerings and provide timely and accurate information to clients.- Present macroeconomic updates, both domestic and global, to clients and channel partners.- Generate incremental AUM via new client acquisition, referrals, and self-sourcing.- Promote and cross-sell a range of PMS and AIF products from the client's basket.- Proactively recommend strategies and build tailored investment portfolios for clients.- Periodically review client portfolios to ensure alignment with evolving goals.- Understand stock selection frameworks and articulate the investment philosophy to clients.- Analyze client requirements and offer appropriate investment strategies.- Keep abreast of market trends and sectoral developments to offer insightful perspectives.- Deliver exceptional client service and ensure seamless execution.- Share regular market updates, insights, and trends to enhance the client experience.Key Skills Required:Functional Skills:- Strong networking and relationship-building skills- Business development and client servicing expertise- Ability to present and articulate investment strategies clearlyBehavioral Traits:- Excellent communication (English and/or regional language)- High levels of integrity and self-motivation- Leadership mindset and collaborative approach- Strong interpersonal and analytical skills- Eagerness to learn and grow within the organizationWhy Join Us:- Strong Investment Ethos: Work with a team that believes in long-term wealth creation through principles like discipline, patience, simplicity, and transparency.- Diverse Product Suite: Gain exposure to a wide range of high-performing PMS and AIF strategies tailored to varied investor profiles.- Learning-Focused Culture: Deepen your understanding of equity markets, macroeconomics, and portfolio management through hands-on experience and expert mentorship.- Client-Centric Approach: Be part of a platform that prioritizes personalized solutions and long-term relationships over transactional sales. (ref:updazz.com)