The Role
Manages relationships with regional banks to grow mutual fund business. Responsibilities include prospecting, selling, and managing bank-based relationship managers and sales teams; influencing senior decision-makers; engaging branch managers and regional leaders; and identifying opportunities for primary sales, relationship management, and cross-selling investment products.
Summary Generated by Built In
- Ensure effective and smooth relationship with assigned banks in the region for growth in business.
- Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds.
- Influence decision making at senior levels to get mind share from the banks.
- Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc.
- Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.
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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.








