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Regional Head - Stock Broking & Investment Products, B2B IFA, FPA

Quick Turtle
Mumbai
8-12 Years
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Job Description

  • Achieve given AUM and Revenue targets
  • Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products.
  • Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs
  • Recruit potential new IFAs and Franchisees.
  • Manage, recruit and drive the regional sales team for meeting efforts and performance targets.
  • Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars
  • Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team.

Keywords:-

  • 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel.
  • Team handling experience: Needed
  • Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
  • IT Skills: MS Office and Business Intelligence Applications

More Info

Job Type:
Permanent Job
Industry:
Outsourcing
Role:
Business Development Executive
Function:
Sales/Business Development
Employment Type:
Full time
Open to candidates from:
Indian

About Company

Quick Turtle

QuickTurtle Technologies has been formed with the intention of providing solutions and services in the Healthcare/Legal BPO/KPO sector. Headquartered in the educational hub of Pune, India, where there is an abundance of well-qualified talent to choose from, QuickTurtle Technologies is well placed to take advantage of this opportunity and provide great quality service to its clients. We take great pride in our team of experienced and talented people who form the backbone of our company. Through the hard work and dedication of our team of professionals, we are able to provide timely, reliable, and accurate service to our clients. Equipped with state-of-the-art infrastructure and facilities, our team is conditioned to provide the best possible solutions to all of our clients’ needs.

Job ID: 121180669

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Last Updated: 23-10-2025 06:16:04 AM
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