Website:
bhadrartha.com
Job details:
Company Description Bhadrartha operates in the financial services sector, providing access to Mutual Funds, Alternative Investment Funds (AIF), Portfolio Management Services (PMS), and unlisted pre-IPO shares. The organization also supports clients with loan assistance, offering a range of solutions to meet diverse financial needs. Bhadrartha focuses on delivering tailored investment and financing options, with an emphasis on transparency and client-centric service. Team members collaborate to simplify complex financial products, helping clients make informed decisions and achieve their financial goals.
Role Description The Distribution Specialist is a full-time remote role responsible for coordinating and managing the distribution of Bhadrartha’s financial products and services. Day-to-day responsibilities include handling client inquiries, supporting sales efforts, and ensuring accurate and timely dissemination of product information and documentation. The role involves monitoring inventory of marketing materials and digital assets, maintaining records, and aligning distribution activities with regulatory and internal compliance standards. The Distribution Specialist will work closely with sales and customer service teams to improve client experience, track distribution performance, and support growth initiatives through proactive communication and follow-ups.
Qualifications
- Candidates should possess strong Distribution and Inventory Control skills to manage product information, materials, and documentation efficiently.
- Candidates should possess excellent Communication and Customer Service skills to respond to client queries, explain offerings clearly, and foster long-term relationships.
- Candidates should possess Sales-related skills to support lead generation, cross-selling, and follow-up activities within the financial products portfolio.
- Candidates should have good organizational and time management abilities, with attention to detail and accuracy in documentation.
- Candidates should be comfortable working remotely, using digital tools and CRM systems to manage workflows and client interactions.
- Candidates should ideally have prior experience in financial services, investment products, or distribution operations.
- Candidates should preferably hold a bachelor’s degree in Business, Finance, Economics, or a related field, or have equivalent relevant experience.
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