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Cluster Manager- Stock Broking & Investment Products,Partner Alliances

Cluster Manager- Stock Broking & Investment Products,Partner Alliances

ConfidentialThiruvananthapuram / Trivandrum, Navi Mumbai, Thane
30+ days ago
Job description
  • 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.
  • 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel.
  • 2Team handling experience : Needed
  • Domain Knowledge : Understanding of market pulse, trade knowledge, understanding of the indirect channel
  • IT Skills : MS Office and Business Intelligence Applications
  • Skills Required

    Ms Office, Market Analysis, Portfolio Management, Financial Planning, revenue growth

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    Cluster Manager • Thiruvananthapuram / Trivandrum, Navi Mumbai, Thane

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