Job highlights

- 5+ years in sales of investment products via IFA &
- Franchisee channels with team handling experience and strong market/trade knowledge

- Achieve AUM and revenue targets; mentor and drive cluster sales team; engage and train Partner Alliances; recruit recent Franchisees and IFAs; maintain partner relationships; ensure high service standards

Requirements

- 5+ years in sales of investment products (Mutual Funds, PMS, Broking) through IFA &
- Franchisee channel.

- Team handling experience: Needed

- Domain knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel.

Responsibilities

- Achieve given AUM and Revenue targets.

- Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel.

- Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products,



Direct Equity and Bonds.

- Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs.

- Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees.

- Recruit potential new Franchisees and IFAs.

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

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

- Conduct training of Partners for all our products across Direct Equity &

- Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team.

📌 Cluster Manager- Stock Broking & Investment Products,Partner Alliances (Vadodara)
🏢 Quick Turtle
📍 Vadodara