Sales/Business Development (Fund Services)

Ahmedabad

01-06-2024

JD703

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This role requires proven sales experience in financial, accounting services, trust & fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving Sales results by developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries.

Main Responsibilities



  • Drive Sales by exhibiting commercial leadership with respect to all sales activities to consistently achieve/exceed individual Sales targets. Develop new business opportunities and proactively ensure closure of prospects.

  • Develop sales strategy and execute ambitious plans identifying sales opportunities and new products/services for identified markets/clients.

  • Develop, expand, and maintain solid relationships with clients and intermediaries (e.g., Law Firms, CPAs, Bankers, Family Offices, etc.).

  • Leverage and build relationships to develop new opportunities and leads with existing and/or new clients through the network.

  • Identify sales opportunities and position compliant products/services aligned with tax advisors’ solutions and client needs.

  • Prepare client proposals and close sales following policies and guidelines to assure business growth.

  • Organize & represent the company at seminars and other industry-related networking events.

  • Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of prospects at all times.

  • Adhere to Amicorp sales discipline in identifying opportunities, recording contacts, maintaining required prospects, and closing PLEs on a regular basis.

  • Collaborate with local and international colleagues on sales activities to achieve Sales targets.

  • Ensure clients/entities comply with local regulations and laws specific to jurisdictions, adhering to global statutory/regulatory guidelines.

  • Exceed/achieve individual targets and collaborate to achieve team targets.


Other Duties



  • Undertake roles such as director, trustee, nominee, manager, partner, secretary, authorized signatory, or related positions in internal or client entities of Amicorp Group as required by Management.

  • Perform other duties related to the position as agreed with Management.


Qualifications, Skills, and Experience



  • Relevant Bachelor’s Degree with solid exposure to International Tax; over 10 years proven Sales experience within financial/legal services, fiduciary/trust industry, covering intermediaries, clients with proven sales success.

  • Excellent Corporate and International Tax experience in organizations with international presence, solid understanding of BEPS, CRS, FATCA, GAAR, ESR.

  • Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility, and effective partnering with intermediaries, clients, and colleagues to identify and evaluate opportunities and arrive at solutions.

  • Commercial drive and proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused, revenue and target-driven.

  • Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity.

  • Excellent client-facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.

  • Strong analytical and problem-solving skills, solution-driven, highly organized and detail-orientated with good decision-making and time management skills. Independent, hands-on, and takes accountability to deliver solutions and results.

  • Ability to adapt and work under pressure in a smaller, dynamic local team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role.

  • Willingness to travel within the country and outside the country when required.

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