▷ 3 Days Left Cluster Manager, PFA

3 weeks ago

Thiruvananthapuram Trivandrum Cochin Kochi Ernakulam, India Quick Turtle Full time

Job Description 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 - Proven experience in a leadership role within equity broking or investment products, with a focus on B2B partner channels. - Strong track record in team management, training, and driving productivity. - Expertise in acquiring and nurturing relationships with Franchisees, IFAs, and Remisiers. - Deep knowledge of Direct Equity and a wide array of Investment Products (MF, PMS, AIF, Insurance, Bonds, FDs). - Exceptional communication, presentation, and interpersonal skills.

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