Senior Manager/Team Leader - Business Development - BFSI (5-10 yrs)
Brilliant Seeker
Gujarat, India
26d ago

Company Description :

Our organisation is an online medium for financial advisors to connect with clients across geographical barriers. It helps them grow their business, access cutting -

edge advice delivery tools and services, and engage in a culture of shared experience and expertise with other advisors that can make their advisory practice more successful and valuable.

Through our platform, advisors can help their investors invest in various investment products such as mutual funds, stocks and ETF's from BSE, corporate fixed deposits, bonds and more.

We also offer a host of value-added features and services that not only make it easier for advisors to advice their clients, but also make it easier for their clients act upon and benfit from their advice.

Role : Sales / Business Development

Qualification : MBA Finance preferred

Experience : 3 years in either an AMC or a Distribution Company

Salary : As per industry standards(based on candidates experience and skill level)

Roles and Responsibilities

  • Empanelment of Independent Financial Advisors (IFAs)
  • Managing relationships with IFAs
  • Servicing IFAs and their customers
  • Acting as a bridge between the Distributor and our backend team
  • Driving sales promotions, road shows, joint calls with IFAs
  • Carrying out other sales activities to achieve targets (ref : updazz.com)
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