2+ years of experience in Wealth Management / B2B Channel Sales / IFA Channel
What We’re Looking For
- Experience in B2B Channel Sales / IFA Channel, preferably in the Wealth Management industry
- Excellent communication and relationship-building skills
- Strong knowledge of financial products, markets, and the local market
- Ability to build and maintain strong relationships with channel partners, IFAs, and HNI / Ultra HNI clients
Key Responsibilities
- Acquire, onboard, develop, and manage current channel partners and IFAs.
- Handle and manage HNI / Ultra HNI clients.
- Develop business through channel partners and IFA relationships and strengthen existing relationships.
- Demonstrate sound understanding of Wealth Management products such as Mutual Funds, Bonds, PMS, AIFs,
and other third-party financial products.
- Generate business through secondary bonds and third-party financial products.
- Achieve annual revenue, AUM, and strategic product targets for the assigned geography.
- Conduct partner / IFA training and product awareness sessions.
- Drive product penetration and revenue growth.
- Regularly review client portfolios and provide suitable investment insights and recommendations.
- Build a strong network of IFAs, channel partners, and clients within the assigned market and identify new business opportunities