Job Description

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