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2.0 - 6.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a Sales Executive at Anand Brothers, you will be an integral part of our team serving the diagnostic industry with a dedication to quality and reliability since 1978. Your role will involve working with various technology platforms such as ELISA, RIA, IFA, HPLC, and Molecular. With a diverse portfolio of over 1700 products from international companies, you will have the opportunity to engage with customers, provide technical support, explain products, handle inquiries, and manage customer relationships. Your responsibilities will also include maintaining records and contributing to sales strategies to drive revenue growth. To excel in this position, you should possess strong customer engagement, communication, and relationship management skills. Technical knowledge in diagnostic platforms and products will be essential, along with proficiency in sales strategies, record-keeping, and data management. Problem-solving and technical support capabilities are key attributes that will contribute to your success in this role. Prior experience in the diagnostic or healthcare industry is advantageous, and a bachelor's degree in a relevant field will be beneficial. Join us in our mission to deliver exceptional service to the diagnostic industry and be a part of a dynamic team that values innovation, excellence, and customer satisfaction. If you are passionate about sales, support, and driving growth in a challenging yet rewarding environment, we welcome you to apply for the Sales Executive position at Anand Brothers.,

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12.0 - 20.0 years

0 - 0 Lacs

delhi, faridabad, noida

On-site

Department: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets. Contributing to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets Generating Business Devise strategies for driving distributor relationships, sales targets and market share from the assigned channel. Lay out the roadmap for broad basing the number of sales points (distributors) by identifying & driving the tie ups with various distributor groups. Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule teams activities so these targets are met. Leading and monitoring the team efficiency, sales target achievement and sales effort through regular call reports, MIS and ensuring the adherence to the sales process of the organization. Drive profitability & market share from the sourced AUM by the team. Building positive relationships with channel partners Strengthen working relationships with current channel partners and distributors to entrench the brand and advance sales. Developing markets, improving market share as well as taking care of distributor learning across funds and various investment products on offer. Maintain & prioritize regular contact with distributors to sustain and improve the relationship. Ensure our distributors have a detailed understanding of our funds & products. Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors. Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships. Identify, research, and contact prospective distributors and build positive relationships that will generate future sales and repeat business Sales support and market intelligence Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organization. Track & rectify any gaps in daily Sales MIS across various products for the channel. Inculcate an attitude of continuous learning & improvement within the team. Ensure team is up to date on product knowledge & market information. Drive awareness on other organization processes & initiatives in the team. Track activities & sales expenses incurred during the month and drive focused products & share feedback with the team. Co-ordinate inter departmental efforts for flawless transaction experience for the distributor. Knowledge / Skills / Education Qualifications: Excellent inter personal skills, communication & presentation skills Well entrenched & networked in the local AMC market Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets. Good knowledge of MS Word, Excel and PowerPoint Strong on analytics and problem-solving skills. Coaching skills. NISM Series V - Mutual Funds Distributor Module certified Personal Characteristics and Behaviors: Excellent & respectful Communication Thinking ahead & making fact-based decisions Passion for excellence through strong execution A positive and go getter attitude, strong leader. Display entrepreneurial drive, passion and enthusiasm. Customer oriented attitude

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10.0 - 20.0 years

15 - 30 Lacs

Kolkata, Bengaluru, Mumbai (All Areas)

Work from Office

Drive AUM growth and business expansion across IFAs, Banks, and National Distributors. Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships

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5.0 - 10.0 years

6 - 15 Lacs

Hyderabad, Chennai

Work from Office

Job Description: About the Role: We are looking for a dynamic and result-oriented Sr. Manager- Strategic Alliance & Partnership 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: LiquiBonds is part of the NDX Financial Services group, previously known for its success in the P2P lending space through LiquiLoans . With a strategic pivot, LiquiBonds now focuses on offering a diversified portfolio of fixed income and alternative investment products like Listed/Unlisted NCDs, Corporate Bonds, Market-linked Debentures, AIFs, and other structured investment options . Our mission is to democratize access to high-quality debt investments through a tech-enabled, transparent, and advisor-first platform designed to meet the evolving needs of investors and partners. Key Responsibilities: New IFA Acquisition (60%) Identify, reach out, and onboard new Independent Financial Advisors (IFAs) across target geographies. Conduct product demos, explain commission structures, and support onboarding processes. Build a scalable acquisition funnel using both direct and channel-based approaches. Relationship Management (40%) Nurture relationships with onboarded IFAs to drive consistent engagement and investment volume. Conduct regular training, market updates, and portfolio discussions to add value to partner businesses. Resolve queries, ensure timely communication, and maintain a high satisfaction level among partners. Product Positioning & Sales Strategy Promote and pitch fixed income investment products (NCDs, Bonds, AIFs) aligned with investor profiles. Stay up to date with market trends, product launches, and regulatory changes. Provide insights to product and marketing teams based on partner feedback. Reporting & MIS Track acquisition funnel and partner activity using CRM tools and Excel dashboards. Share periodic reports on partner performance, pipeline, and revenue contribution. What We're Looking For: 212 years of experience in B2B sales, preferably in financial services or investment product distribution. Prior experience in onboarding and managing IFAs/Wealth Managers is highly preferred. Strong knowledge of fixed income products Bonds, NCDs, AIFs, Structured Products, etc. Excellent interpersonal and communication skills (both verbal and written). Proficient in Microsoft Office (especially Excel) and CRM systems. Self-motivated, target-driven, and able to work independently in a fast-paced environment. Why Join LiquiBonds? Be part of a rapidly scaling, tech-first investment platform with a modern approach to debt products. Opportunity to work closely with market leaders and seasoned professionals in wealth management. Drive your career growth in a future-focused organization with a transparent and collaborative work culture. Competitive compensation, incentives, and career progression opportunities. If you are passionate about financial markets, enjoy building B2B relationships, and are driven by results — we would love to hear from you!

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4.0 - 9.0 years

8 - 14 Lacs

Pune

Work from Office

*Identify and onboard new Franchisees, IFA and support existing Franchisees ,IFA's to achieve set IR targets *Ensure sub-broker registration *Visit Franchisees mapped at a pre-defined frequency *Address all the payouts and other queries promptly Required Candidate profile *Should have atleast 1 year experience in Franchise Sales (B2B) with Indian Broking Company

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4.0 - 9.0 years

8 - 14 Lacs

Chandigarh

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*Identify and onboard new Franchisees, IFA and support existing Franchisees ,IFA's to achieve set IR targets *Ensure sub-broker registration *Visit Franchisees mapped at a pre-defined frequency *Address all the payouts and other queries promptly Required Candidate profile *Should have atleast 1 year experience in Franchise Sales (B2B) with Indian Broking Company

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3.0 - 7.0 years

10 - 20 Lacs

Bengaluru

Work from Office

Role & responsibilities Broadly this position looks at a person handling the entire Channel business for assigned region. The job is primarily managing & nurturing all the mapped channel partner relationships along with adding new CPs to garner higher market share of business. To maximize the sales from the assigned channel relationships To handle & nurture all mapped CP relationships. To onboard & develop new CPs to expand the business footprint Regularly update, assist & motivate the CPs. Improvise & implement any business development activities in the assigned relationships Work as a coordinator between the operations/client servicing and mapped Clients/CPs Preferred candidate profile Must have experience of selling PMS/AIF/AMC products through various Channel Partners like IFs, NDs, Mass Effluents, Banks, Securities firms etc.

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2.0 - 7.0 years

7 - 15 Lacs

Mumbai, Hyderabad, Bengaluru

Work from Office

Urgent Opening | IFA Vertical Alternate Business for Leading Asset Mangement Company Location: Mumbai,Bangalore,Chennai,Ahmedabad,Pune CTC:Upto 20 LPA Experience: 3–8 years preferred What You’ll Do: Build and manage strong relationships with IFAs Drive business growth in PMS, AIF, and other alternate products Educate partners on product offerings and market trends Collaborate across teams to deliver a seamless experience Who You Are: A people person with strong communication skills Experienced in Mutual Funds/PMS/AIF distribution Proactive, target-driven, and growth-focused

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6.0 - 11.0 years

8 - 13 Lacs

Pune, Ahmedabad, Delhi / NCR

Work from Office

Role & responsibilities Roles and Responsibilities To promote all the product line of Mutual Fund/Financial Assets To up sell Mutual Fund products (B2B sales) To identify challenges, resolving queries and garnering business from the channel partners. To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the partners. Identifying and providing training and updation on all the new and regular products. Complete compliance updated communication to be sent to the channel partners. Develop and maintain a long-term relationship with Channel partners. Able to derive the monthly sales plan and ensure regular contact with all mapped partners through regular weekly / monthly calls. Preferred candidate profile

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7.0 - 12.0 years

10 - 20 Lacs

Hyderabad

Work from Office

Job Specifications Role Designation: Cluster Manager- Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head - Investment Products Location: Hyderabad Job Purpose The role would require complete P&L responsibility for the Team reporting in - To profitably manage and create a team of high achievers. To expand the organisations HNI client base with acquisition of HNI clients . To create a profitable cross sell business at assigned branches . To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services- To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Ensure the maintenance of the P&L of the team 2. Ensure the timely delivery of customized equity advise to assigned HNI customers (trading and investment ideas) 3. Compliance and surveillance to be checked on regular time intervals 4. Daily reviews of the team 5. Daily 3 meetings 6. Joint calls with Relationship Managers/Team Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in financial markets in a leadership role. o Domain Knowledge: Understanding of investment products and equity o IT Skills: MS Office

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2.0 - 7.0 years

2 - 7 Lacs

Hyderabad, Lucknow, Rajkot

Work from Office

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ and May also call on 8709502039 or 7706031623 Job Title : Assistant Manager / Manager Channel Sales Department : Asset Management Experience : Minimum 2 years in channel sales (PMS/AIF preferred) Education : Graduation / PGDM / MMS Location : Hyderabad / Rajkot / Surat / Baroda / Coimbatore / Lucknow Industry : Investment Management CTC : Best in industry Key Responsibilities : Acquire and manage clients through IFAs, wealth managers, and distributors Drive AUM growth by promoting PMS & AIF products Conduct product presentations and deliver market/macro updates Build strong client/channel partner relationships and ensure retention Understand client needs and recommend investment strategies Review client portfolios periodically and ensure alignment with objectives Key Skills : Strong relationship management and networking skills Investment product knowledge (PMS/AIF preferred) Excellent communication and presentation skills Self-driven, analytical, and goal-oriented Why Join : Work with a firm that values transparency, research-driven strategies, and long-term wealth creation Exposure to a wide range of PMS and AIF products Learning-focused environment with strong mentorship and market insights

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10.0 - 18.0 years

35 - 50 Lacs

Kolkata

Work from Office

Role & responsibilities Business Development: Drive PMS, AIF, and mutual fund sales across East through IFAs, wealth managers, private bankers, and direct clients. Deliver regional AUM growth and revenue targets across all product categories. Channel Expansion: Identify and activate new distributors across the IFA, and wealth advisory ecosystem. Deepen existing relationships through regular engagements, joint calls, and partner development programs. HNI/UHNI Client Coverage: Personally manage relationships with key HNI clients across the region. Offer product insights, portfolio guidance, and assist in investment decision-making. Strategic Planning: Build and execute a region-specific business plan aligned with overall sales objectives. Work closely with marketing and product teams for targeted campaigns and regional promotions. Cross-Functional Coordination: Liaise with investment, compliance, and operations teams for client servicing, product structuring, and regulatory adherence. Market Intelligence: Monitor competitor activity, regional trends, and investor behavior to fine-tune sales strategies.

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5.0 - 10.0 years

9 - 12 Lacs

New Delhi, Ahmedabad, Mumbai (All Areas)

Work from Office

1. Recruit, engage & nurture relationships with Independent Financial Distributors/ MFDs to drive business 2 Conduct regular meetings, events & seminars for IFAs/MFDs to increase product penetration & business volume 3 Promote primary market products Required Candidate profile 1 Should have strong network of IFAs/Distributors. 2 Should be NISM- VA certified. 3 Experience in IFA/MFD channel management, mutual funds, fixed income, team lead and insurance. Call on 7827930908. Perks and benefits Incentives

Posted 4 weeks ago

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4.0 - 9.0 years

13 - 17 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

We are seeking an experienced and highly motivated Business Development Manager to support the growth and expansion of our AMC services portfolio. This role is pivotal in identifying new business opportunities, fostering strong client relationships, and driving revenue generation through strategic initiatives and targeted market penetration. Key Responsibilities: Enhance Retail Coverage: Expand the AMCs presence across retail distribution channels including IFAs, national distributors and regional distributors Onboard new partners to widen the geographic and demographic reach. Relationship Management: Maintain and deepen engagement with existing distribution partners. Regularly interact with channel partners to understand their needs and align AMC offerings accordingly. Sales Focus Areas: Drive business through consistent promotion of SIPs (Systematic Investment Plans) to ensure long-term retail flows. Actively work towards increasing penetration of PMS (Portfolio Management Services) and AIFs (Alternative Investment Funds) through retail distribution. Ensure timely approvals and empanelment of AMC products across distribution partners. Business Promotion & Campaigns: Plan and execute business promotion activities, joint marketing campaigns, and retail-focused initiatives in collaboration with channel partners. Monitor campaign performance and course-correct to achieve business objectives. Market Share Growth: Strategize and implement initiatives to increase AMCs wallet share across key distribution partners. Analyze competitor activities and adapt sales strategies to gain market edge. Investor & Partner Engagement: Organize and conduct investor awareness programs, partner meets, and investor education initiatives in alignment with regulatory guidelines. Represent the AMC at various industry forums, seminars, and local events to build brand visibility and trust. Reporting & Analysis: Track sales performance against targets and report key metrics to leadership. Provide market feedback for product and strategy alignment.

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7.0 - 12.0 years

10 - 17 Lacs

Ahmedabad

Work from Office

The position is responsible for ensuring effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Purpose of the Job Key responsibilities Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEO's. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating & increasing sales. Developing agents & distribution network. Selection & motivation of agents/distributors. Relationship management. Good communicational abilities and pleasing personality. Behavioral Competencies Market knowledge / extensively networked. Should have an eye for detail. Role Specific Competencies: Should be ready to expand job portfolio horizontally. MBA with minimum 1-5 years of work experience. AMFI certification compulsory. Exposure to M.F industry is essential. Formal Qualifications / Prior

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3.0 - 8.0 years

5 - 11 Lacs

Bhuj, Ahmedabad, Vadodara

Work from Office

Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports, to Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility

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3.0 - 8.0 years

6 - 12 Lacs

Nagpur, Nashik, Pune

Work from Office

Role & responsibilities Experience in Institutional sales for Pune Region. Improve and maintain market share of the existing clients. Concluded engagement activity with the clients at every hierarchy Focus on NCA & Activation of Corporate Clients. Driving sales according to the Fund Managers view in unprecedented time. Upsell product to institutions to increase market share.

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2.0 - 6.0 years

7 - 9 Lacs

Mumbai, Hyderabad, Ahmedabad

Work from Office

Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel 1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Location-Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore, Telangana, Vadodra, Trivendrum Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 3) IT Skills: MS Office and Business Intelligence Applications

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7.0 - 12.0 years

6 - 8 Lacs

Bilaspur

Work from Office

Designation - Branch Manager Location - Bilaspur Ctc - Upto 8 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

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8.0 - 12.0 years

15 - 25 Lacs

Kolkata, Mumbai, Chennai

Work from Office

Regional Head- Stock Broking & Investment Products, B2B IFA, Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 1) 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Stock Broking, Corporate FD. Location : - Delhi, Telangana, Vadodra, Trivendrum, Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore

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5.0 - 10.0 years

8 - 15 Lacs

Kolkata, Mumbai, Thane

Work from Office

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager / Team Leaders, having 1) Networking in Franchisee, IFA , 2) Knowledge of Wealth, Equity, Mutual Funds, PMS and other investment & financial products. PCG (Pvt. Client Group) B2B, Franchisee, IFA, Partner Alliance Relationship, Equity Broking /Stock Broking Locaiton : - Vadodra, Delhi, Trivendrum,Kolkata,Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat,Bengaluru,Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore

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1.0 - 5.0 years

6 - 10 Lacs

Mumbai, Hyderabad, Chennai

Work from Office

Position - Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing / sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team / IFDs. Experience - 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 4) IT Skills: MS Office and Business Intelligence Applications . Location - Hyderabad & Telangan, Chennai , Mumbai, Bangalore, Kochi, Ahmedabad, Pune, Lucknow, Indore, Surat, Vadodra, Trivendrum, Coimbatore

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3.0 - 8.0 years

5 - 12 Lacs

Bengaluru, Mumbai (All Areas)

Work from Office

Job Description Title: Relationship Manager Location: Mumbai Work Experience: 4+ years of experience Company Overview InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products, Value Plus offers an array of options, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked debentures (MLDs), and unlisted equities. Role Overview The Relationship Manager position at InCred Value Plus offers an exciting opportunity to play a crucial role in building and maintaining strong relationships with clients. As a Relationship Manager, you will be responsible for cultivating partnerships with Independent Financial Advisors (IFAs) and guiding them through the intricate world of Mutual Fund Distribution (MFD) and other financial products distribution. Responsibilities - Develop and maintain strong relationships with IFAs, ensuring a deep understanding of their investment needs and preferences. - Provide comprehensive product knowledge and guidance on InCred Value Plus's portfolio offerings, ensuring IFAs are well-equipped to make informed decisions for their clients. - Conduct regular training sessions and seminars for IFAs to enhance their understanding of market trends and investment strategies. - Collaborate with IFAs to identify new business opportunities and cross-sell additional financial products. - Monitor and track the performance of InCred Value Plus's financial products, providing valuable insights to IFAs to help them optimise their investment portfolios. - Act as the primary point of contact for IFAs, handling any queries or concerns they may have. - Stay updated with the latest industry trends and regulations related to investment products, ensuring compliance requirements are met. - Provide excellent customer service to IFAs and their clients, ensuring a positive experience throughout their investment journey. - Collaborate with the marketing, sales, and product development teams to develop and execute strategies to drive business growth. Qualifications - Bachelor's degree in finance, business, or a related field. - Proven experience in a similar role in financial services, preferably with experience managing relationships with IFAs. - In-depth knowledge of mutual funds, PMS, AIF, listed and unlisted bonds, MLDs, and unlisted equities. - Excellent communication and interpersonal skills, with the ability to build rapport and credibility with stakeholders. - Strong analytical and problem-solving skills, with the ability to analyse market trends and make data-driven decisions. - Proficient in Microsoft Office Suite and comfortable working with CRM software. - Ability to work independently and as part of a team. - Demonstrated passion for financial services and a commitment to delivering exceptional results.

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5.0 - 7.0 years

8 - 10 Lacs

Mumbai, Ahmedabad, Bengaluru

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1) Growth of Revenue and Market Share, 2) Travel across assigned branches at regular interval, 3) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 4) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity), 5) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 6) Minimum 60% client activation in Commodity and Currency on M+2 basis, 7) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Location - Ahemdabad, Mumbai, Bangalore, Hyderabad, Chennai, Kolkata, Pune, Delhi, NCR

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1.0 - 4.0 years

10 - 11 Lacs

Mumbai, Ahmedabad, Chennai

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Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location - Mumbai, Ahmedabad, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Lucknow, Jaipur, Indore, Kochi, Trivendrum

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