AddressRole Summary : 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, Stockbrokers, MFDs & IFAs. These partners earn commissions to distribute our fixed income investment product to their clients and getting us investments, which is then used for lending purposes (from the returns here, investors get paid).
Responsibilities:
- Manage a team of 50+ Sales RMs/AVPS
- Give direction for achieving their goals by giving them strategy on acquiring clients.
- Build an AUM of INR 15,000 CR from the existing INR 4,000 CR plus by penetrating the wealth management partners and IFAs
- 5%: Engage with Mgmt. for key converts + farming
- Deepening the relationship with wealth management partners and Independent Financial Advisors (IFAs)
- Engagement & Generating business from IFA Segment
- Responsible for managing sales activities across the country
- Provide Product Knowledge to the internal team, wealth partners and IFAs
- Coordination with the tech team to build the most innovative products required by the lenders and IFAs
- Good understanding of Global + Indian Financial Markets
- Strong Analytical skills.
- Understand and analyse various business models in the fintech lending space and identify partnership opportunities by identifying prospects and evaluating the benefits of partnerships.
- Solving problems through structured thinking, project planning and hands-on execution.
- Analysis of the gaps in the existing process and optimization of the same as strategic projects
- Be proactive about solving problems and take additional initiatives and responsibilities as and when they emerge
Required Experience :
- CA (Preferred) / BBA, MBA (Finance) / CFA / Post Graduate from top collage / University.
- Min 10-15 Years of relevant experience in Business Development of Financial Sales
- B2B sales experience is must. (Finance Product sales highly preferred)
- Should be excellent in cross functional stake holder management with shades of sales (preferred).
- Prior experience in handling fintech partnerships is preferred.
- Proficiency in MS Office especially Ms Excel
- Excellent communication skills (Verbal and Written)
