Location
Mumbai | India
Job description
Our client is
looking for someone who can source + acquire + leverage existing partnerships
(Financial advisors, IFAs, MF distributors, and other relevant channel partners
who already have their client base). Tie up with the financial
advisors/distributors as channel partners to distribute our investment
product to their clients. You will be onboarding and training them about our
product's benefits and features and will help those partners get the maximum
investment from their clients.
Must have:
- Knowledge about financial products and passion for achieving revenue targets
- Excellent communication skills (Verbal and Written) and Strong Analytical skills
- Should have at least 50-100 existing relations with financial advisors/distributors.
- Minimum 1 year of experience doing B2B distributions via Financial Advisors, distributors, and MFDs.
Responsibilities
- Sourcing and onboarding financial advisors/distributors and MFDs who can distribute products to their clients.
- Should be able to meet monthly distribution targets.
- Be able to educate partners and their clients about Wint Wealth products (No mis-selling).
- Provide ongoing market feedback to the management to ensure we keep creating the best products.
- Involve in day-to-day business/operational activities to make sure all the SOPs are followed.
Required Experience:
- CA / BBA, MBA (Finance) / CFA / Post Graduate.
- B2B sales experience in financial products.
- Proficiency in MS Office, especially MS Excel
Job tags
Salary
