Relationship Manager-IFA channel

2 days ago

Pune, Maharashtra, India Centricity WealthTech Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Company Description

Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices. The platform aims to deliver a comprehensive SAAS based investment management platform including digital transactional capabilities for a diversified product suite.

Wealth management professionals prefer focusing on their clients' interests and not their employers ever-changing priorities. Also, clients want stability and not a relentless institutional product push.

We are looking to bring in consistency of the family office experience for a spectrum of investors across emerging affluent, affluent and high net worth categories.

We are boutique by design and an institution by default.

Role Description

  • Develop, implement strategy to achieve planned growth objectives for the IFA channel
  • Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process
  • Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM
  • Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite;
  • Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
  • Assume full accountability for all aspects of sales in their respective channel
  • Help in communicating a strong and vibrant brand
  • Ensuring increase in Market share in the IFA channel business.
  • Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
  • Responsible for achieving Sales Targets, Sales patterns in the market.
  • Market & industry analysis, Generating & increasing sales.
  • Prospecting of customers through New client acquisition, network, data base, References and open market.
  • To penetrate all targeted key accounts and originate upselling opportunities
  • Ensure adherence to sales processes and requirements.
  • Achievement of monthly, quarterly & yearly business plan

Qualifications

  • Undergraduate degree;
  • At least 3 to 6 years experience in AMC / BFSI Space
  • MDF Certified

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