Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a robust track record of delivering value-driven solutions to clients across multiple sectors.
We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.
Business: - Private Wealth Business
Role: - Strategic Alliance
Experience: - 10+ years
Location: - Mumbai & Delhi
About the Role
The Incumbent will be responsible for driving business growth through the B2B channel network, managing relationships with key channel partners (Individual Financial Advisors) and will be responsible for other strategic alliances in respective regions.
The Candidate will drive AUM growth and revenue budget through this B2B Channel for the assigned region.
Key Responsibilities
- Tie-ups and manage strong relationships with IFAs and key channel partners to maximize business opportunities across cities
- Drive AUM growth and revenue through effective partner engagement and business development initiatives
- Identify and on-board new IFAs and channel partners to expand market reach and distribution footprint
- Conduct product presentations, training sessions, and market updates to enhance partner knowledge and engagement
- Work closely with product and marketing teams to roll out campaigns, contests, and incentive programs
- Monitor channel performance and ensure achievement of monthly, quarterly, and annual targets
- Ensure adherence to regulatory guidelines (SEBI/AMFI) and internal compliance standards
- Provide market intelligence, competitor insights, and feedback to the leadership team for strategic decisions
Education & Certifications
- Post Graduate with MBA / Professional Certification
- Knowledge of Financial products & Capital markets is mandatory
- All relevant NISM certifications
Roles
- Team player
- Good Stakeholder Management
- Good interpersonal & communication skills
- Solid Social Network
📌 Strategic Alliances (Pune)
🏢 Systematix Private Wealth
📍 Pune
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