Channel Sales
2 weeks ago
Role - Channel Sales – B2B
Industry - Broking / Wealth Management / Finance
Overall role contribution to team, customer & organization
Operating Network - External & Internal Stakeholders
Accountable to: Team Lead
Internal Interactions: All departments
External Interactions: Clientele.
Annual Target Revenue (If applicable)
Will be decided mutually.
Experience and Professional Qualifications Required for this role
Work Experience – Minimum 5-8 years of experience in the area of managing DSA/Sub-
brokers/Channel Partners/IFAs in broking/investment advisory/capital markets.
Management Experience – Experience of managing outbound contact center teams
Education Qualifications – Graduate / Technical qualification
Work Experience: 5 - 8 years.
Education Qualifications: Post graduate/graduate with management degree preferred.
Skills Required
Highlighting the key technical and language skills required
Technical Expertise
Language Proficiency
Technical Expertise:
Minimum 5-8 years of experience in the area of managing DSA/Sub-brokers/Channel
Partners/IFAs in broking/investment advisory/capital markets.
Worked in sales with an Investment Advisory company, AMCs, Equity Broking Houses.
Excellent track record of sales performance and achievement of revenue targets.
Language Proficiency: Strong command over Hindi and English.
Areas of Responsibility- She/he will be responsible for setting up and managing the processes for driving
and continuously improving the Channel B2B Sales.
The candidate would be responsible for onboarding new channel partners & getting revenue targets achieved through them which includes Chartered Accountant, Equity
Sub - broker, Mutual Fund Distributor, Insurance Brokers etc.
Address all the queries of Channel Partners/Distributors and be able to create trust and credibility.
The candidate will be on field job in Mumbai.
Should be able to cross-sell and up-sell across all product categories which includes
Equity, Mutual Funds, Insurance, etc.
Coordination with on-ground team for any customer request or servicing requirements.
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