Regional Head Independent Financial Distributor(IFD/ IFA)

Quick Turtle

5 - 10 years

5 - 10 Lacs

Lucknow Uttar Pradesh India

Posted:3 weeks ago| Platform: Foundit logo

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Skills Required

Marketing Sales Management Business Intelligence Market Trend Analysis B2b Sales

Work Mode

On-site

Job Type

Full Time

Job Description

Regional Head - Independent Financial Distributor (IFD/IFA) Channel (Secondary Bond & Fixed Income Securities)

Regional Head

Key Responsibilities

Achieve planned annual Secondary Bonds Volume Targets
by expertly facilitating deals for the sales team.
Provide crucial clarifications and support to the team
regarding bond sourcing, process adherence, and assistance in successful deal closures.
Source Secondary Bond rates
from various market participants and accurately prepare quotes.
Share timely Bond quotes with the team
on a daily basis to keep them informed.
Identify new bond opportunities
and effectively share this information with the team to expand market reach.
Prepare sourcing-specific bond cash flows
and facilitate smooth deal closures by coordinating closely with the Sales team IFDs.

Required Skills & Qualifications

Experience & Knowledge:
Minimum
5 years in sales of Secondary Bonds and Fixed Income Securities
.
Proven experience in
handling IFDs, IFAs, and Franchisee Channels
.
Domain Knowledge:
Strong understanding of market pulse, trade knowledge, and in-depth understanding of the B2B Channel (IFD/IFA, Franchisee, Partner Relation).
IT Skills:
Proficiency in
MS Office and Business Intelligence Applications

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