Role Summary :

We are looking for Zonal Head who can manage a team, acquire (20%) + leverage existing relationships (directly and indirect via city wide RMs). Candidate needs to have an active large B2B distribution connects + fixed income sales experience (preferred).

This person would be also managing P&L for the region, will ensure Y-o-Y growth, increase team strength.

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 1500+ PAN India Top IFAs; (Including Top Stock Brokers, Listed Financial Intermediaries.

Responsibilities:

- Acquisition of B2B Partners,

- 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.

- Managing tie-up for investments from IFA Channel, ND's, Stock Brokers & Wealth segment etc

- 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

- Acquire & Manage Distribution Partners / Create Alliances

- Garner Investments via Financial Distributors

- Excellent in team management, should be able to manage team of 7-10 RM's.

- Good understanding of Global + Indian Financial Markets

- Knowledge across investment products: Fixed Income, Equity, Real Estate & Other

Alternatives

- 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.

- 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.

- Analysis of the gaps in the existing process and optimization of the same as strategic projects

- Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline.

- 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 7-10 Years of relevant experience in Business Development of Financial Sales

- B2B sales experience is must. (Finance Product sales highly preferred)

- Should have managed 7-10 Sales RM's. Should be ready to take targets and own P&L.

- 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)

- Experience with growth marketing & communication is a plus

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