Independent Financial Distributor Channel Lead

7 days ago

Chennai Cochin Kochi Ernakulam Bengaluru Bangalore, India beBeeChannel Full time ₹ 12,00,000 - ₹ 30,00,000

Job Title:

Financial Channel Manager

We are seeking a seasoned professional to lead our Independent Financial Distributor (IFD/IFA) Channel for Secondary Bonds and Fixed Income Securities. The ideal candidate will have extensive experience in the domain, a proven track record of achieving sales targets, and a deep understanding of the B2B channel.

Key Responsibilities:

  • Achieve planned annual Secondary Bonds Volume Targets by expertly facilitating deals for the sales team.
  • Provide crucial clarifications and support to the team regarding bond sourcing, process adherence, and assistance in successful deal closures.
  • Source Secondary Bond rates from various market participants and accurately prepare quotes.
  • Share timely Bond quotes with the team on a daily basis to keep them informed.
  • Identify new bond opportunities and effectively share this information with the team to expand market reach.
  • Prepare sourcing-specific bond cash flows and facilitate smooth deal closures by coordinating closely with the Sales team IFDs.

Required Skills & Qualifications:

  • Experience & Knowledge:
  • Minimum 5 years in sales of Secondary Bonds and Fixed Income Securities.
  • Proven experience in handling IFDs, IFAs, and Franchisee Channels.
  • Domain Knowledge: Strong understanding of market pulse, trade knowledge, and in-depth understanding of the B2B Channel (IFD/IFA, Franchisee, Partner Relation).
  • IT Skills: Proficiency in MS Office and Business Intelligence Applications

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