Regional Head - Stock Broking & Investment Products, B2B IFA, FPA

Roles and Responsibilities :

• Achieve given AUM and Revenue targets
• 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.
• Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs
• Recruit potential new IFAs and Franchisees.
• Manage, recruit and drive the regional sales team for meeting efforts and performance targets.
• Ensure highest servicing standard for IFAs and Franchisees 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, Insurance, Bond, Fixed Deposit etc with the help of products & training team.

Candidate Profile

Skills Required

Equity Broking, Mutual Funds, Pms, Ms Office, Business Intelligence