Roles and Responsibilities:
Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
Doing various training programs for partners to train them for various financial products
Maintaining relationship with partners to generate business
Acquire & Soure Franchise & generate revenue
Catering to the investment needs of clients through partners by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring current partners.
Required Profile:
Candidates with prior experience of handling B2B Channel ( Preferred)
Should have at least 3 Years of experience handling Wealth Product Sales.
Any Graduate / Post Graduate with relevant Experience.
Positive relationship management and service focus skills.
Positive communication and presentation skills.
Investment/ Wealth Product knowledge is mandatory.