Channel Manager & Direct Wholesaler (Mumbai)

Company Overview

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Job Summary

The Channel Manager - Direct is responsible for overseeing and developing strategies to scale up the Direct business within the Mumbai market, the largest for this channel. The role focuses on generating sales in the Direct channel by maintaining an active contact strategy and collaborating closely with the Direct sales team and Retail Sales Leaders. This position is vital in achieving a greater share in Direct Business and reports directly to the Head of Direct Business.

Responsibilities

• Supervise the activities of the direct channel team members and execute the sales plan to meet and exceed goals and targets.
• Generate sales in the Direct channel by maintaining a strategic approach to client contact and monitoring client segmentation within the channel.
• Plan and engage in strategies with the Direct Channel, including organizing virtual seminars and sessions for clients.
• Deliver compelling sales presentations to both current and potential clients.
• Lead the direct team and outsourced sales force to achieve business objectives, regularly reviewing performance and providing guidance for optimization.
• Monitor and ensure the accurate recording of all activities, client interactions, and marketing initiatives in the CRM system, while fostering a culture of accountability and precision in data management.
• Stay updated on competitors' sales products and benchmark against peers, providing relevant feedback to the country leadership team regarding local markets.
• Apply regulatory authority requirements and mitigate associated risks, escalating issues to senior management as necessary.
• Enhance cross-functional collaboration with Client Services, GFAR, FTA, and Sales Management to ensure smooth functioning of sales roles within the team.
• Provide training on product pitch, cross-selling, and upselling, while coaching and motivating team members to promote growth and success.
• Represent the Franklin Templeton brand and culture through day-to-day activities and interactions.

Qualifications

• Educational Requirement: Master's degree or equivalent (preferred).
• Experience: 15-18 years of sales experience in the Mutual Fund or wealth management industry.
• Industry Knowledge: Previous experience handling the Direct vertical in the Mutual Fund industry.
• Certifications: AMFI/NISM certification (Advisors’ Module) is mandatory.
• Communication Skills: Effective communication and presentation skills; fluency in English is required.
• Leadership Experience: Strong experience in leading, supervising, and motivating a team of sales professionals.
• Negotiation Skills: Strong negotiating and influencing skills.
• Personal Attributes: High on perseverance and patience.

Preferred Skills

• Knowledge of financial markets and would be an advantage in this role.

Experience

15-18 years of experience in sales within the Mutual Fund or wealth management industry, with a focus on direct sales channels.

Environment

The work setting is not explicitly specified, but it is implied to be based in Mumbai, with responsibilities that may involve both office and client-facing environments.

Salary

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Growth Opportunities

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Benefits

This section is not specified.