Cluster Manager, PFA (B2B) - Equity Broking & Investment Products

Cluster Manager, PFA (B2B) - Equity Broking & Investment Products

QuickTurtle is seeking an experienced and dynamic Cluster Manager, PFA (B2B) - Equity Broking & Investment Products . In this leadership role, you'll be instrumental in managing, training, and motivating a team focused on partner alliances, driving the acquisition of new partners, and ensuring they effectively onboard their clients across our comprehensive suite of financial products.

Key Responsibilities

• Lead and manage a team of Key Account Managers (KAMs), Equity Relationship Managers (RMs), and Partner Alliances, providing strategic direction and support.
• Train, motivate, and optimize productivity from your team, fostering a high-performance culture.
• Drive the acquisition of new Franchisees, Independent Financial Advisors (IFAs), and Remisiers , expanding our B2B network.
• Build strong rapport with these Partners (APs & DGs) and provide hands-on support to help them onboard their clients across our diverse product offerings.
• Conduct comprehensive training for Partners on all our products, including Direct Equity and a wide range of Investment Products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Insurance, Bonds, and Fixed Deposits, collaborating closely with our product and training teams.
• Ensure best-in-class services are provided to all partners, fostering strong, long-term relationships.
• Support distributors through joint calls , assisting them in client interactions and deal closures.
• Organize and facilitate seminars / webinars for the partners within your assigned cluster, enhancing their product knowledge and market understanding.

What We're Looking For

Skills Required

Stock Broking, investment products, Team Management, Presentation Skills, Interpersonal Skills, Productivity Enhancement