01 Sep
|
orbiTouch HR (orbiTouch outsourcing
|
Hyderabad
01 Sep
orbiTouch HR (orbiTouch outsourcing
Hyderabad
Urgent Hiring || Relationship Manager || Hyderabad Location ||
Location- Hyderabad
Profile: Manager / Sr. Manager – Independent Financial
Experience- 2 years
Ctc- upto 7 Lpa (Depends on interview)
Working Days- 6 days
Key Responsibilities:
1. Strategic Planning and Leadership:
· Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.
· Identify and capitalize on new business opportunities to expand the IFA network.
· Provide strategic insights and recommendations to senior management for scaling the business.
Relationship Management:
· Build and nurture strong relationships with IFAs to ensure high engagement and retention.
· Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.
· Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.
2. Sales and Business Development:
· B2B sales by onboarding and activating high-performing IFAs.
· Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.
· Analyze market trends, competition, and client feedback to identify gaps and opportunities.
3. Compliance and Reporting:
· Ensure adherence to regulatory guidelines and organizational policies in all sales activities.
· Prepare and present periodic sales reports, forecasts, and performance analyses to the management.
· Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.
Qualifications and Skills Required:
· Bachelor’s/Master’s degree in Business Administration, Finance, or a related field.
· Minimum 2 years of experience in B2B sales, in wealth management industry.
· Proven track record of managing and growing the IFA network.
· Strong understanding of financial products, including mutual funds, insurance, and portfolio management services.
· Excellent communication, negotiation, and relationship-building skills.
· Proficiency in using CRM tools, MS Office, and data analytics software.
· Strategic thinker with strong leadership and team management capabilities.
Key Competencies:
· Goal-oriented and results-driven approach.
· Ability to manage multiple priorities and thrive in a fast-paced setting.
· Strong problem-solving and decision-making skills.
· Adaptability and willingness to embrace change.
📌 Sales Manager (Hyderabad)
🏢 orbiTouch HR (orbiTouch outsourcing
📍 Hyderabad