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This role is designed for individuals who are passionate about building and nurturing long-term relationships Folks from AMC Insurance background would be preferred Need to have at least 100-200 active IFA MFD RIA ND connects Location Gujarat Rajasthan Madhya Pradesh Uttar Pradesh Cities Vadodara Surat Ahmedabad Rajkot Jaipur Udaipur Indore LucknowResponsibilities Handling sales through partners MFD IFA RIA ND Wealth management firms Financial product distributors associations Insurance agents Empanel at least 8 new partners per month for incremental volumes Developing and leading business development strategies to achieve allocated targets Increasing AUM share in the assigned partners Filling in timely reports using CRM Liaison and synergize with various internal departments and contribute to sales Providing all the necessary information to help the company make decisions to increase volumes implement best practices Ensure constant information is shared with partners related to the company To conduct trainings for partners and their customers Travel to different geographies for business Tying up with regional associations in various cities to garner more business Must Have At least 100 active connects of MFD IFA RIA ND Wealth management firms Financial product distributors Insurance agents Self motivated with strong inclination towards Sales and achieving targets Inclination to travel to different geographies for business Good understanding of Financial Markets
