The Role
Manages distributor and client relationships to grow AIF and PMS sales in the assigned region. Prospects and sells investment products to high-net-worth individuals through direct sales and third-party distributors. Develops business through consultative engagement with branch managers, relationship managers, and regional heads while providing distributor training, conducting market analysis, nurturing relationships, and achieving sales and market-share targets.
Summary Generated by Built In
- Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business.
- Responsible for prospecting and selling AIF / PMS products to High-Net-worth Individuals through direct sales efforts and third-party distributors.
- Distribution relationship nurturing and management by continuous engagement and training and other values adds.
- Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc.
- Responsible for achieving Sales Targets and Market share.
- Market & industry analysis.
- Generating & increasing sales
- Relationship management
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The Company
What We Do
NAMI (the National Alliance on Mental Illness) is the nation’s largest grassroots mental health organization. It works to build better lives for people affected by mental illness through advocacy, education, support, and public awareness. Founded by families, NAMI operates as an alliance of more than 650 local affiliates and 49 state organizations, delivering community-based resources and assistance across communities throughout the United States.
