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

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

ConfidentialMumbai
30+ days ago
Job description
  • 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.

    • Keywords : -

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

      Pms, Insurance, Fixed Deposit, Channel Sales

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    Head Regional Head • Mumbai

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