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SalaryAs per industry Standard
- LocationIndia
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IndustryBanking
This role is designed for individuals who are passionate about building and nurturing long-term relationships. Folks from AMC/Insurance background would be preferred. Need to have at least 100-200 active IFA/MFD/RIA/ND connects.
Location : (Gujarat, Rajasthan Madhya Pradesh , Uttar Pradesh)
Cities : Vadodara, Surat, Ahmedabad, Rajkot, Jaipur, Udaipur, Indore, Lucknow
Responsibilities:
- Handling sales through partners (MFD/ IFA/ RIA/ ND/ Wealth management firms/ Financial product distributors/ associations/ Insurance agents)
- Empanel at least 8 new partners per month for incremental volumes
- Developing and leading business development strategies to achieve allocated targets
- Increasing AUM share in the assigned partners
- Filling in timely reports using CRM
- Liaison and synergize with various internal departments and contribute to sales
- Providing all the necessary information to help the company make decisions to increase volumes/implement best practices
- Ensure constant information is shared with partners related to the company
- To conduct trainings for partners and their customers
- Travel to different geographies for business
- Tying up with regional associations in various cities to garner more business
Must Have:
- At least 100 active connects of MFD/ IFA/ RIA/ ND/ Wealth management firms/ Financial product distributors/ Insurance agents
- Self motivated with strong inclination towards Sales and achieving targets
- Inclination to travel to different geographies for business
- Good understanding of Financial Markets
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