LiquiLoans
Location
Bangalore | India
Job description
Role Summary - We want someone who wants to disrupt fixed income B2B sales and grow & establish India’s fastest growing new asset class which is being adopted and distributed by 2100+ PAN India Top IFAs; (Including Top Stock Brokers, Listed Financial Intermediaries. Your role entails getting end investors via the B2B route i.e., by souring, empaneling, managing and deepening relationships with Wealth Management Firms, National Distributors, Stock Brokers, MFDs & IFAs.
Responsibilities :- Managing tie-up for investments from IFA Channel, ND’s, Stock Brokers & Wealth segment etc Deepening Relationships and Increasing Wallet Share from Existing B2B Partners. Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income Investment Product. Generating investments from channel partners. Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets Engagement & Generating business from IFA Segment. Responsible for managing sales activities in the region. Handle channel partners, Distributors for Companies own Investment Product. Creating daily MIS and reports. Conducting business engagement activities with these partners. Insuring portfolio review and counselling on high end investors is conducted regularly Focus on increasing AUM size month on month basis Knowledge across investment products: Fixed Income, Equity, Real Estate & Other Alternatives, Strong Analytical skills Coordination with internal stakeholders (Operations, Product, Tech & Legal teams) for handling end to end responsibilities of the partnership and act as a bridge to deliver all the requirements of the partner. Solving problems through structured thinking, project planning and hands-on execution. Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline. Required Experience - Education - CA (Preferred) / BBA, MBA (Finance) / CFA / Post Graduate from top collage / University. Experience - Min 7-10 Years of relevant experience of selling mutual fund product via channel partners like IFA / MFD/ ND/ Stock Brokers Team Handling - Should have managed 5-7 Sales RM's. Should be ready to take targets. Communication skills - Should be excellent in Verbal and Written communication.Job tags
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