AVP B2B Sales

1 month ago


Mumbai, India LiquiLoans Full time

Role Summary -

  • Looking for candidate who wants to disrupt fixed income B2B sales and grow & establish India’s fastest growing new asset class which is being adopted and distributed by 3000+ PAN India Top IFAs; (Including Top Stock Brokers, Listed Financial Intermediaries)
  • Your role entails getting end investors via the B2B route i.e., by souring, empaneling, managing and deepening relationships with Wealth Management Firms, National Distributors, Stock Brokers, MFDs & IFAs.


Locations :- Mumbai, Delhi,


Responsibilities :-


  • Managing tie-up for investments from IFA Channel, ND’s, Stock Brokers & Wealth segment etc
  • 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.
  • 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
  • Knowledge across investment products: Fixed Income, Equity, Real Estate & Other Alternatives, Strong Analytical skills
  • 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.
  • Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline.


Required Experience -

  • Education - CA (Preferred) / BBA, MBA (Finance) / CFA / Post Graduate from top collage / University.
  • Experience - Min 7-10 Years of relevant experience of selling mutual fund product via channel partners like IFA / MFD/ ND/ Stock Brokers
  • Team Handling - Should have managed 5-7 Sales RM's.
  • Should be ready to take targets.
  • Communication skills - Should be excellent in Verbal and Written communication.


Interested candidates can share their resumes at namrata.shinde@liquiloans.com


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