Role & responsibilities

Job Description for the role of Product Champion/ Manager Investment Product :
Identify and acquire Wealth partners

(Boutique family offices, Ex Wealth RMs, MFD's Chartered Accountants )
Engage with existing partners and their clients (individuals/corporates) on wealth products
Build and maintain solid relationships with existing partners
Drive AUM growth and revenue through partner network
Conduct Seminars and webinars on Market outlook , Specific products , Wealth creation etc
Acquisition of current franchisees through continuous and ongoing B2B sales activities.
Channel sales across products such as Equity, MF, PMS, AIF, Structured Products, Bonds, NCDs, Insurance, Unlisted Shares, and Corporate FDs.




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 :
Solid understanding of Wealth products like MF, PMS,AIF, Bonds etc
Knowledge of broking / direct equities is an added advantage
NISM Certifications AMFI,PMS ,SIF etc .
Positive communication and presentation abilities
Ability to conduct seminars/webinars confidently
Experience- minimum 3 -5 years plus

📌 Product Champion Bengaluru (India)
🏢 Hipotz
📍 India