Urgent hiring for / Sr. Manager – Independent Financial

Location- Lucknow, Hyderabad

Profile: Manager / Sr. Manager – Independent Financial

Experience- 2 years

Ctc- upto 7 Lpa (Depends on interview)

Working Days- 6 days

Reporting To: National Head

3 decades of experience in Capital Markets
SEBI registered Category – I Merchant Banker
Association s Membership of NSE, BSE, BSE – WDM, MCX, NCDEX, MCX-SX, CDSL
Access to Majority International Exchanges
Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities)
Team of 250+ professionals (CA, CFA, CS, Financial Experts) and senior management with 20+ years of experience
Associated with All Major Institutional Investors including Mutual Funds, Banks, Insurance Companies, NBFCs and Others
Serving 750+ Major Corporates, Family Offices and 1000+ Retirement Funds C Pension Funds Across the Nation

Key Responsibilities:

Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.
Identify and capitalize on new business opportunities to expand the IFA network.
Provide strategic insights and recommendations to senior management for scaling the business.

Build and nurture strong relationships with IFAs to ensure high engagement and retention.
Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.
Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.

B2B sales by onboarding and activating high-performing IFAs.
Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.
Analyze market trends, competition, and client feedback to identify gaps and opportunities.

Ensure adherence to regulatory guidelines and organizational policies in all sales activities.
Prepare and present periodic sales reports, forecasts, and performance analyses to the management.
Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.

Qualifications and Skills Required:

Bachelor's/Master's degree in Business Administration, Finance, or a related field.
Minimum 2 years of experience in B2B sales, in wealth management industry.
Proven track record of managing and growing the IFA network.
Strong understanding of financial products, including mutual funds, insurance, and portfolio management services.
Excellent communication, negotiation, and relationship-building skills.
Proficiency in using CRM tools, MS Office, and data analytics software.
Strategic thinker with strong leadership and team management capabilities.

Key Competencies:

Relationship Manager