Manager - Partnership & Alliances

3 weeks ago

pune, India Faircent Full time
Job Description Job Responsibilities:
Graduate / Post graduate 2-3 years of Sales experience in managing partners/distributors/franchisee network of  financial  products from financial  services industry, preferably Mutual Funds (AMC), Banks, Stock broking/Securities, General Insurance industry. Candidates having AUM (Asset under Management) size of 20cr & above and connect with Mutual Fund distributors/Wealth management companies/IFA/IRA is must. Minimum partners under portfolio should be 50 and above and average clients per partner need to be above 300. To prospect, acquire and drive business through partners Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side for Faircent.com To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/ financial  market trend to determine whether they fit into client  portfolios To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or  financial  performance indicate a need for  portfolio  reassessment To provide various investment performance reports and summaries to the clients To conduct and assist in organizing seminars, workshops and other business development activities To prepare the MIS reports in the specified formats. Increase liabilities size of relationship via balances in accounts of existing customer Ensure profitability of the portfolio: Generate high Income per Customer The candidates who are individual contributors and have experience  in managing Channel Partners/Distributors with  at least one  of the following  should only apply:  - Direct Sales,  Financial  advisory,  Portfolio   Management , Investment Advisory,  Wealth   Management  with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS. Role

Asset Management, Partnership Management B2B, Direct Sales - Financial advisory

Skills

Sales, Financial advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual Fund,

Functional Area

Sales

Education

Graduate in any discipline, MBA

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