Role & responsibilities

Job Description for the role of Product Champion/ Manager Investment Product :

1. Identify and acquire Wealth partners

(Boutique family offices, Ex Wealth RMs, MFD's Chartered Accountants )

2. Engage with existing partners and their clients (individuals/corporates) on wealth products

3. Build and maintain strong relationships with existing partners

4. Drive AUM growth and revenue through partner network

5. Conduct Seminars and webinars on Market outlook , Specific products , Wealth creation etc

6. Acquisition of current franchisees through continuous and ongoing B2B sales activities.

7. Channel sales across products such as Equity, MF, PMS, AIF, Structured Products, Bonds, NCDs, Insurance, Unlisted Shares, and Corporate FDs.

8.



Activation of inactive franchisees through regular knowledge sessions and engagement initiatives to help them build sizable AUM with IIFL across products.

Preferred candidate profile

Criteria :

1. Strong understanding of Wealth products like MF, PMS,AIF, Bonds etc

2. Knowledge of broking / direct equities is an added advantage

3. NISM Certifications AMFI,PMS ,SIF etc .

4. Positive communication and presentation abilities

5. Ability to conduct seminars/webinars confidently

6. Experience- minimum 3 -5 years plus

📌 Product Champion (Bengaluru)
🏢 Hipotz
📍 Bengaluru