Coverage - Business Development Professional

Job Responsibilities

Identifying Potential Wealth Advisors and engage with their ProductTeams to showcase EAAA offerings

Ongoing management engagement of Wealth Advisors forCoverage EAAA platform level engagement

Lead the Wealth Advisors Empanelment for EAAA platform level subsequent funds for achieving Targets for the Year

Doing/Getting the meetings done with senior management with allStake Holders of Identified Assigned Wealth Advisors for building long termassociation.

Assist the interested distributors product teams in carrying outthe entire Due Diligence evaluation process (including giving access toData Room) on the fund/strategy till the time they give their final clearanceand get empaneled

Collaboration - Coordinating with all EAAA internal teams forcarrying out Distributors due diligence process

Documentation Servicing (negotiations and closure ofagreements like distribution agreements, NDAs, MOUs, Referral agreements,subscription agreements etc)

Wealth Advisors Asset Allocation Needs - Understanding WealthAdvisors/their Investors needs and providing the same info to platform team to conceptualizenew strategies and improvise existing offer docs.

Market Research - Tracking competition, AIFs Industry andcompetition analysis on their various offerings

Planning Calendar - Planning yearly quarterly Fund launchDistribution calendars for each Wealth Advisors in advance

Conduct - Investor Education Programs / client engagement programs/ Webinars for active engagement strengthening all the targeted Distributor Relationships.

Act like a brand custodian to ensure all communication activitieswithin brand guidelines/compliance.

Understand the product requirements of Wealth Advisors and deliverthe same in a compliant way ensure quarterly updated marketingcollaterals are getting shared and is being used post empanelment on fund/strategy.

Ongoing travel to visit meet the assigned Distributors stakeholders to strengthen the relationships

Accountable for each every activity till empanelment iscompleted, Distribution Agreement is signed, and Product Launch is done andfinally money is raised from that channel via EAAA Sales team

Responsible to track align with the Wealth Advisors Productteam/Sales team of EAAA to bring all future drawdowns from the respective WealthAdvisors for even existing funds which were sold earlier

Accountable to all query resolution of assigned Wealth Advisorsfor all funds of EAAA

Accountable for updating on monthly/quarterly progress of thefunds organizing Fund Managers call at agreed frequency with WealthAdvisors Product teams

Accountable for tracking delivery of all/any commitmentsgiven to Wealth Advisors Product team while empaneling and post till the tenureof the funds

All other tasks/activities required for effective coverage of WealthAdvisors Product centralized Team

Background Preference

Candidates with Wealth Advisors Coverage experience for AIFs (CATI, II III) will be preferred.

~15 years of work experience in Distributors / WealthAdvisors / IFAs / NDs empanelment Coverage for products manufactured byAIFs, Mutual Funds, Financial Institutions Private Wealth Firm

Good in relationship building and have good knowledge ofInvestment products offered to Wealth Advisors to its clients

Proven track record of working with distributors product teams forBusiness Development

Creative, results-driven thinker who can clearly translatepriorities into strategy.

Business Development Skills and zeal to travel interact withpeople

Good understanding of Financial Market how Wealth industryworks.

Prefercandidates with MBA in marketing.

Disclaimer This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.