Senior Sales / Business Development - Trust & Tax Services

About the role

Amicorp is looking for a Senior Sales / Business Development professional in Mumbai who will increase sales of its products and services in financial and accounting services, trust and fiduciary services and tax structuring. The role focuses on the India Trust Business, including administration of alternative investment funds (AIF) and trust administration, advising family and other trust clients and their underlying investors, and tax compliance and solutions. It also involves growing corporate and private client business through existing intermediaries and developing new ones.

Key responsibilities

• Develop and execute a sales strategy, identify sales opportunities and new products and services, and prepare client proposals to close sales.
• Build and maintain relationships with law firms, CPAs, bankers, UHNIs, family offices and trusts, and use the network to generate leads.
• Position compliant products and services in line with trust administration and tax advisor solutions and client needs.
• Represent the company at seminars and industry networking events, and lead marketing activities while keeping a prospect pipeline active.
• Follow Amicorp's sales discipline, record contacts, maintain the required number of prospects and close deals regularly.
• Collaborate with local and international colleagues to meet sales targets, and exceed individual and team targets.
• Support colleagues with productivity, chargeability, transaction monitoring, pricing, invoicing and collection of outstanding fees.
• Ensure clients comply with local regulations and that services follow global statutory and regulatory guidelines.
• Contribute to office profitability and growth, review performance reports monthly with management, and set employee goals with Group Human Resources.
• Act as director, trustee, nominee, manager, partner, secretary or authorized signatory in internal or client entities when asked by management.

Required profile

• Bachelor's degree with solid exposure to trusts and fund administration.
• Over 15 years of proven sales experience in the trust, fund, financial, legal or fiduciary industry, with intermediaries and clients.
• Corporate and international tax experience, with knowledge of BEPS, CRS, FATCA, GAAR and ESR.
• Fluent English; additional languages preferred.
• Willing to travel within and outside the country when required.

Required skills

• Subject-matter expertise and credibility with intermediaries, clients and colleagues.
• Strong leadership, communication, negotiation and client-facing skills.
• Analytical, problem-solving and decision-making abilities.