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10.0 - 15.0 years
10 - 18 Lacs
Mumbai
Work from Office
Drive PMS & AIF sales in assigned location; manage key relationships with distributors, UHNIs & clients; lead client meetings; support RMs; present products with partners; grow channels; use data insights to boost sales & AUM
Posted 5 months ago
5.0 - 10.0 years
10 - 20 Lacs
Chennai, Bengaluru, Mumbai (All Areas)
Work from Office
Sales : Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined. Client Servicing / Meetings with RMs Increment increase in AUM and NET Sales To Manage customers attrition To generate processes and MIS for effective sales monitoring and reporting. Handling channel and client queries. Empanel National Distributors and IFA’s to distribute PMS and AIF products. Strategy planning: Plan overall strategy of the Zone in alignment with overall organization's objectives. Achieve set targets through designed strategy. Keep monitoring & review strategy on ongoing basis Internal Coordination Liaising with senior...
Posted 5 months ago
3 - 8 years
10 - 12 Lacs
Pune, Surat, Mumbai (All Areas)
Work from Office
About the Role: We are on a mission to build a tech-driven, dynamic investment platform that simplifies access to high-quality alternate investment products. This role is for an ambitious B2B sales leader who can drive strategic partnerships, manage a high-performing team, and expand our business network while ensuring strong revenue growth. If you are passionate about financial markets, business expansion, and partnerships, this is the perfect opportunity for you! Key Responsibilities: Maintain and strengthen relationships with existing Independent Financial Advisors (IFAs) who are market leaders. Drive strategic alliances to expand our investment ecosystem. Identify and onboard new partner...
Posted 5 months ago
2.0 - 6.0 years
4 - 8 Lacs
mumbai, thane
Work from Office
Role & responsibilities Achieve given AUM and Revenue targets. Maintain relationships with the existing network of IFAs. Recruit potential new IFAs. Manage, recruit and drive the sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars. Build up team as per defined organization structure Preferred candidate profile Minimum 3+ years experience in sales of investment products through IFA channel. Strong communication & negotiation skills with basic knowledge of financial products & services Candidates from BFSI Industry preferred. Domain Knowledge: Understanding of ma...
Posted Date not available
5.0 - 10.0 years
8 - 17 Lacs
ahmedabad, bengaluru, mumbai (all areas)
Work from Office
About the Role: We are looking for a dynamic and result-oriented Relationship Manager to join our growing team at LiquiBonds, a new-age investment platform under NDX Financial Services. The ideal candidate will focus on building strong relationships with Independent Financial Advisors (IFAs) while actively acquiring new IFAs to expand our partner network. This role requires a strong understanding of fixed income investment products (such as NCDs, Bonds, AIFs, and other structured debt instruments) and the ability to position these products effectively to financial intermediaries. 60% focus on New IFA Acquisition 40% focus on Relationship Management with existing IFAs About the Company: Liqui...
Posted Date not available
5.0 - 10.0 years
5 - 12 Lacs
indore, pune, jaipur
Work from Office
In this role, you would be responsible for managing business across all channels, including IFAs (Individual Financial Advisors), Banks, National Distributors, and direct clients, with a focus on increasing AUM.
Posted Date not available
4.0 - 9.0 years
7 - 13 Lacs
pune, ahmedabad, delhi / ncr
Work from Office
We are Hiring for Area Manager (MFD Channel) with Leading Asset Management Company(AMC)!!! Role : Area Manager MFD Channel Experience : 5+ years in mutual fund sales Area Manager MFD Channel (Locations: Mumbai, Ahmedabad, Surat, Kolkata, Hyderabad, Baroda, Pune, Chennai, New Delhi) Profile of the Perfect Candidate: Five years or more of experience selling mutual funds through the MFD channel enduring connections with top distributor networks and MFDs Strong market insights, in-depth product knowledge, and a strategic attitude Extremely driven, entrepreneurial, and performance-oriented It is beneficial to have prior experience in any of the designated areas. Principal Duties: Use MFD partners...
Posted Date not available
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