Job highlights

- 8+ years in equity broking sales with expertise in Mutual Funds, PMS, AIF, and team handling

- Drive regional sales team to achieve AUM and revenue targets through IFAs and Franchisees; recruit and train partners; maintain relationships and ensure high service standards

Job Summary

Exp - 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel.

- Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect

Role Overview

- 1. Achieve given AUM and Revenue targets

- 1. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products.





- 1. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs

- 1. Recruit potential recent IFAs and Franchisees.

- 1. Manage, recruit and drive the regional sales team for meeting efforts and performance targets.

- 1. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars

- 1. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team.-Education -

Key Skills

- Equity Broking

- Mutual Funds

- PMS

- AIF

- Direct Equity

- Unlisted Shares

- Insurance

- IFAs

- Franchisees

📌 Regional Head- Stock Broking & Investment Products,B IFA (Indore)
🏢 Quick Turtle
📍 Indore