Regional Head- Stock Broking
3 days ago
Regional Head- Stock Broking & Investment Products, B2B IFA, Franchisee & Partner Alliances
- Achieve given AUM and Revenue targets
- Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products.
- Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs
- Recruit potential new IFAs and Franchisees.
- Manage, recruit and drive the regional sales team for meeting efforts and performance targets.
- Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars
- Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team.
1) 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel.
2) Team handling experience: Needed
3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
4) IT Skills: MS Office and Business Intelligence Applications
Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Stock Broking, Corporate FD.
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