QU

Cluster Manager - Stock Broking & Investment Products

Quick Turtle
Delhi4-7 LPA Posted 8 Jul 2025
FULL TIME
BD
Sales
Pms

Job Description

  • Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs
  • Achieve given AUM and Revenue targets
  • Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel.
  • Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds.
  • Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs.
  • Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees.
  • Recruit potential new Franchisees and IFAs.
  • Manage, recruit and drive the regional sales team for meeting efforts and performance targets.
  • Ensure highest servicing standard for Franchisees & IFAs 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, Bond, Fixed Deposit etc with the help of products & training team.

Candidate Profile :

  • 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) 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

Required Skills

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