Relationship Manager-IFA channel

Company Description

Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices. The platform aims to deliver a comprehensive SAAS based investment management platform including digital transactional capabilities for a diversified product suite.

Wealth management professionals prefer focusing on their clients’ interests and not their employers ever-changing priorities. Also, clients want stability and not a relentless institutional product push.

We are looking to bring in consistency of the family office experience for a spectrum of investors across emerging affluent, affluent and high net worth categories.

We are boutique by design and an institution by default.

Role Description

• Develop, implement strategy to achieve planned growth objectives for the IFA channel
• Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process
• Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM
• Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite;
• Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
• Assume full accountability for all aspects of sales in their respective channel
• Help in communicating a strong and vibrant brand
• Ensuring increase in Market share in the IFA channel business.
• Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
• Responsible for achieving Sales Targets, Sales patterns in the market.
• Market & industry analysis, Generating & increasing sales.
• Prospecting of customers through New client acquisition, network, data base, References and open market.
• To penetrate all targeted key accounts and originate upselling opportunities
• Ensure adherence to sales processes and requirements.
• Achievement of monthly, quarterly & yearly business plan

Qualifications

• Undergraduate degree;
• At least 3 to 6 years experience in AMC / BFSI Space
• MDF Certified