1. Strategic Planning and Leadership:
• Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.
• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.
• Identify and capitalize on new business opportunities to expand the IFA network.
• Provide strategic insights and recommendations to senior management for scaling the business.
2. Relationship Management:
• Build and nurture strong relationships with IFAs to ensure high engagement and retention.
• Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.
• Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.
3. Sales and Business Development:
• Drive B2B sales by onboarding and activating high-performing IFAs.
• Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.
• Analyze market trends, competition, and client feedback to identify gaps and opportunities.
4. Team Management and Development:
• Lead, mentor, and motivate the IFA sales team to achieve individual and team objectives.
• Conduct regular performance reviews, provide feedback, and implement improvement plans when necessary.
• Foster a high-performance culture and ensure team alignment with organizational goals.
Qualifications and Skills Required:
• Bachelor's/Master's degree in Business Administration, Finance, or a related field.
• Minimum 8 years of experience in B2B sales, in wealth management industry.
• Proven track record of managing and growing the IFA network.
• Strong understanding of financial products, including mutual funds, insurance, and portfolio
Vice President of Sales • Ahmedabad, India
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