Regional Head- Stock Broking & Investment Products, B2B Franchisee

Quick Turtle

0 years

10 - 15 Lacs

Coimbatore Tamil Nadu India

Posted:2 weeks ago| Platform: Foundit logo

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Skills Required

Channel Sales Regional Sales Management Business Development Account Management Aum Portfolio Management

Work Mode

On-site

Job Type

Full Time

Job Description

Regional Head

Key Responsibilities

Achieve given Assets Under Management (AUM) and Revenue targets
for your designated region.
Mentor, monitor, and drive the regional sales team
to achieve sales numbers through
Partner Alliances
including
IFA (Independent Financial Advisor), Franchisee, and Remisier Channels
. You'll engage and influence them to sell a comprehensive range of products:
Mutual Funds (MF)
Portfolio Management Services (PMS)
Private Equity (PE)
Alternative Investment Funds (AIF)
Unlisted Shares
Equity Advisory Products
Insurance
Direct Equity
Bonds
Conduct seminars
for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities.
Maintain strong relationships
with the existing network of Partner Alliances Franchisees & IFAs.
Recruit potential new IFAs and Franchisees
to expand our B2B network.
Manage, recruit, and drive the regional sales team
to meet their efforts and performance targets.
Ensure the highest servicing standards
for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars.
Conduct thorough training for Partners
on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

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