🌟 HIRING ALERT! 🌟
👔 𝐉𝐨𝐛 𝐓𝐢𝐭𝐥𝐞: ZONAL HEAD at Leading Wealth management Company!
📍 𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: #Chennai #Mumbai
🏢 𝐂𝐨𝐦𝐩𝐚𝐧𝐲: #wealthmanagement #wealthtech
📈 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: At least 13 -20 years
🎓 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧: Graduated
Key Responsibilities:
-Acquisition of B2B Partners,
- Deepening Relationships and Increasing Wallet Share from Existing B2B Partners.
- Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income
Investment Product.
- Generating investments from channel partners.
- Managing tie-up for investments from IFA Channel, NDs, Stock Brokers & Wealth segment etc.
- Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets
- Engagement & Generating business from IFA Segment.
- Responsible for managing sales activities in the region.
- Handle channel partners, Distributors for Companies own Investment Product.
- Creating daily MIS and reports.
- Conducting business engagement activities with these partners.
- Insuring portfolio review and counselling on high end investors is conducted regularly
- Focus on increasing AUM size month on month basis
- Acquire & Manage Distribution Partners / Create Alliances
- Garner Investments via Financial Distributors
- Excellent in team management, should be able to manage team of 7-10 RM's.
- Good understanding of Global + Indian Financial Markets
- Knowledge across investment products: Fixed Income, Equity, Real Estate & Other
Alternatives
- Strong Analytical skills
- Understand and analyse various business models in the fintech lending space and identify
partnership opportunities by identifying prospects and evaluating the benefits of partnerships.
- Coordination with internal stakeholders (Operations, Product, Tech & Legal teams) for handling end to end responsibilities of the partnership and act as a bridge to deliver all the requirements of the partner.
- Solving problems through structured thinking, project planning and hands-on execution.
- Analysis of the gaps in the existing process and optimization of the same as strategic
projects
- Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline.
- Be proactive about solving problems and take additional initiatives and responsibilities as and when they emerge.
Qualifications:
Proven experience as a B2B segment , IFA ,MFD , channel distributors.
Experience in the wealth management and asset management industry is a plus.
📧 If interested, kindly share your CV at roshni@apextalent.in
⭐ References Are Highly Appreciated!! ⭐
#AMC #IFA #MFD #mutualfunds #wealthmanagement #wealthtech
#
Sumit Thomas Bahubali Jain Priyanka chordia
Partner at AimsHR
2wI highly recommend