DGM at Talent Destination
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Wealth Manager - Sales - NBFC (3-10 yrs)
- Acquiring & Nurturing B2B Relationships with MFDs, IFAs, Wealth Managers, Stock Brokers etc. and seeking out alliances which are relevant to what we do, venturing into uncharted territories and creating endless synergies in the B2B space (Individual Financial Advisors, Mutual Fund Distributors, Stock Brokers, Wealth Managers etc.)
- Post empanelment, educate, support the partner and help them sell the fixed income product to their end clients and thereby garner large investments on a monthly basis.
- Identifying wealth management companies, financial advisors in the region build the SPANCO list
- Acquiring Independent Financial advisors (IFAs), Mutual fund distributors (MFDs) in the assigned territory for P2P Investment, NCD, Bonds
- Managing relationship with the signed-up IFA's
- Growing business, doing upsell and cross sell
- Ensuring the achievement of set monthly, quarterly and annual business targets Competition analysis & product positioning
- Generating feedback from the partners and sharing with the business, product and tech team
- Growing knowledge & understanding of B2B business in financial services domain Imparting training to IFAs on Dashboard, Internal processes, Product & selling
- Preparing the sales plan for region
- Planning awareness drive on Arthmate Direct
- Identifying marketing opportunities and implementing marketing ideas
- Client presentation
- Maintaining MIS & Business reports
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