AddressHead - Business & Partner Distribution Channels
- Build, engage and grow B2B (Institutions, Company Treasuries, Intermediaries,
- Large Brokers, Sub-brokers), Family Offices, Ultra HNIs, and IFA partnership business leveraging demonstrated strong sales, established network, engagement, communication, financial acumen, and product knowledge skills especially debt products.
- Onboard new clients and partners to explore curated fixed income products.
- Broad knowledge of wealth enablement products and strong knowledge of fixed
- Income products especially bonds (listed and unlisted NCDs), Commercial
- Papers, and SDIs/PTCs is critical to succeed in this job role.
- Identify potential clients and partners through market research, networking, and industry events. Understand clients' investment goals, needs, and strategies.
- Engage with current/potential clients to present our fixed income solutions and how our solutions can greatly benefit their portfolio or their clients' portfolio.
- Continuously engage with clients to build trust and loyalty by offering best service to meet their needs with a long-term view. Engage with leadership team to build new solutions whether it is new product needs or technology platform needs.
- Share client feedback and shape the building of the future distribution strategy
- Own the roadmap for distribution strategy for future readiness including team strength, margins/rewards to clients and partners for various products that would establish as a strong business partner for long term.
- Build and lead a team distributed PAN India to acquire, engage, educate and distribute curated fixed income products.
- Responsible for key KPIs including - new clients/partners onboarded, investment volume across products, AUM managed, retention of the partners, channel profitability, etc.
