Job Description

Vice President - Zonal Head North

Role Summary :

- We want someone who wants to disrupt fixed income B2B sales and grow & establish India\'s fastest growing new asset class which is being adopted and distributed by 2100+ PAN India Top IFAs; (Including Top Stock Brokers, Listed Financial Intermediaries.

- Your role entails getting end investors via the B2B route i.e., by souring, empaneling, managing and deepening relationships with Wealth Management Firms, National Distributors, Stock Brokers, MFDs & IFAs.

Responsibilities :

- Managing tie-up for investments from IFA Channel, ND\'s, Stock Brokers & Wealth segment etc

- Deepening Relationships and Increasing Wallet Share from Existing B2B Partners.

- Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income Investment Product.

- Generating investments from channel partners.

- Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets

- Engagement & Generating business from IFA Segment.

- Responsible for managing sales activities in the region.

- Handle channel partners, Distributors for Companies own Investment Product.

- Creating daily MIS and reports.

- Conducting business engagement activities with these partners.

- Insuring portfolio review and counselling on high end investors is conducted regularly

- Focus on increasing AUM size month on month basis

- Knowledge across investment products: Fixed Income, Equity, Real Estate & Other Alternatives, Strong Analytical skills

- Coordination with internal stakeholders (Operations, Product, Tech & Legal teams) for handling end to end responsibilities of the partnership and act as a bridge to deliver all the requirements of the partner.

- Solving problems through structured thinking, project planning and hands-on execution.

- Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline.

Required Experience :

Education - CA (Preferred) / BBA, MBA (Finance) / CFA / Post Graduate from top collage / University.

Experience - Min 7-10 Years of relevant experience of selling mutual fund product via channel partners like IFA / MFD/ ND/ Stock Brokers

Team Handling - Should have managed 5-7 Sales RM\'s.

Should be ready to take targets.

Communication skills - Should be excellent in Verbal and Written communication.

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