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8.0 - 12.0 years
20 - 25 Lacs
Kolkata, Mumbai, Chennai
Work from Office
egional Head- Stock Broking & Investment Products, 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 Allaances - 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. 8. 8+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 9. Team handling experience: Needed 10. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 11. IT Skills: MS Office and Business Intelligence Applications Location:Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Delhi, Telangana, Vadodra, Trivendrum
Posted 1 month ago
5.0 - 9.0 years
8 - 12 Lacs
Kolkata, Mumbai, Chennai
Work from Office
1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 4) Recruit potential new Franchisees and IFAs. 5) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6) Ensure highest servicing standard for Franchisees & IFAs 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, Bond, Fixed Deposit etc with the help of products & training team. Skills Experience: 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) 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 . Location - Delhi, Telangana, Vadodra, Trivendrum, Bengaluru,Hyderabad,Ahmedabad, Pune,Lucknow, Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai.
Posted 1 month ago
2.0 - 7.0 years
2 - 4 Lacs
Mumbai, Hyderabad, Ahmedabad
Work from Office
ExecutiveSr. ExecutiveAssociateSenior Associate - Independent Financial Distributors (IFD/ IFAs) 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 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 Stock Broking & Investments - IFD, IFA, Franchisee, Partner Alliance 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications Location : - Delhi, Telangana, Vadodra, Trivendrum, Mumbai,Hyderabad,Ahmedabad,Kolkata,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore
Posted 1 month ago
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