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:
· B2 B 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 B2 B sales, in wealth management industry.
· Proven track record of managing and growing the IFA network.
· Robust understanding of financial products, including mutual funds, insurance, and portfolio management services.
· Excellent communication, negotiation, and relationship-buildin