Channel Manager - Alternates Sales

 
JOB DESCRIPTION
JOB TITLE Channel Manager - Alternative sales
Reports to Zonal Manager with a dotted line reporting to Channel Head - Alternates
Location Mumbai, Delhi, Bangalore.
No of Direct reportees Nil
Department Sales – Alternates 
Position Grade Range Senior Manager/AVP depending on the experience 
JOB PU
JOB PURPOJOB PURPOSE:
 The incumbent will be responsible for mobilizing the funds for PMS and AIF offerings of the AMC. 
JOB ROLE :
 The incumbent will be responsible to drive the sales initiatives for alternatives (PMS/AIF) across 
all channels (including retail, wealth and family offices) and will be responsible for achieving the 
overall AMC sales targets for this segment in their region/zone.
 Primary responsibility of the candidate is to work with the existing AMC sales team across all 
channels and help identify opportunities and convert the same.
 Candidate should also be able to directly engage with potential partners and clients where needed 
in order to ensure business conversion and seize new business opportunities in untapped channel 
/ territory.
 Ensure timely coverage for all existing relationships assigned which should result into effective 
communication about Axis AMC’s alternative offerings and all other aspects.
 Training (Conceptual, Products and Market place/competition) the AMC sales team and other 
channel partners on different PMS/ AIF offerings.
 Equally important to be well versed with the competition and to be updated about the current 
market scenario of PMS/AIF offerings.
EDUCATIONAL QUALIFICATION & EXPERIENCE
 Post graduate /Graduate with 10 to 12 years of relevant sales experience in the Asset 
Management sales. 
 NISM certification mandatory
PERSONAL ATTRIBUTES
 Understanding of debt/equity and PMS/ AIF business 
 Good Knowledge of PMS/ AIF regulatory environment
 Good communication and presentation skills. 
 Must possess good inter-personal skills and have a collaborative work style.
 Strong business acumen and should be focus on achieving results and the targets assigned.
 The candidate should be diligent and open to extensive local commute & outstation travel if 
required.
 Should have strong understanding of the products and key business parameters.
OTHER REQUIREMENT
 The incumbent should have a good understanding and interpretation of financial market data
 Should have strong understanding of changing dynamics of mutual fund and PMS/AIF industry
 Aware and understands the organizations vision & strategic goals. Continuously evaluates 
personal progress in line with organization’s goal 
FUNCTIONAL COMPETENCIES
 The incumbent should liaise along with the zonal/regional sales team (at all levels – Branch 
Managers/Sales RMs, State Heads and Zonal head) for Alternate products related distributor 
connect like sales activities, Product trainings, Client onboarding, Documentation, sales 
campaigns, MIS maintenance etc.
 The Incumbent should establish direct connect at the distributor end at various levels for smooth 
functioning of sales activities, Joint client meetings along with distributors and Client onboarding 
(documentation, query resolution and process improvement).
 The Incumbent should have a sound understanding of the Alternate market place in their 
territories with respect to competition mapping, ongoing new offerings/Fund raise and other 
market intelligence data.
 Incumbent should have sound understanding of pre and post sales processes and provide regular 
feedback to central teams so as to improve overall client experience.
 Periodical data maintenance, CRM maintenance and trainings related to upskilling would be 
required to be adhered to in a timely manner.
UIREME OTHER REQUIREMENTNCTIONAL COM
BEHAVIOURAL COMPETENCIES
 Managing Vision & Strategy: - Translates over all vision and strategic goals. Helps others and 
develop a common understanding. Ensures the process and tools are in place to enable staff to 
work effectively towards achieving the vision and strategic goals. 
 Business Acumen: - Is updated about the developments in the financial industry. Has a good 
understanding and knowledge of core business and the way the organization operates. 
Understands the core financial performance metrics responsible for the departments financial 
performance.
 Drive for Results: - Shares a clear plan on what needs to be done by teams to achieve 
department goals. Tracks, reviews and analyses the team and department's success against the 
Organization's strategic goals. Demonstrates expertise in the use of prescribed technology, tools 
and online; creates plans to skilfully integrate existing technology to improve effectiveness and 
efficiency of work processes at department level.
 Problem solving and decision making: - Collects compares and Analyses information thru 
various sources. Displays strong analytical skills, identifies emerging patterns and trends. Uses 
structured thinking and experience to critically evaluate several options.
 Customer & Stake holder Management: - Maintains an in-depth knowledge and understanding 
of the profiles of target customer segments. supports timely decisions to be taken in 
consideration of the impact on the customer level. Establishes ways to systematically capture 
the voice of the customer at all touchpoints; analyses trends in this data to find ways to resolve 
pain areas.
 Team work and Collaboration: - Recognises and values where strengths and expertise lie within 
teams and across departmental resources. collaboratively resolves issues across departments. 
Promotes a positive team environment among staff across levels 
 Developing Talent: - Makes self readily accessible, regularly invites staff to share and listen to 
opinions. Delegates decisions along with full authority and responsibility; allows others to make 
and learn from mistakes. Challenges people to fulfil their potential.