QU

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

Quick Turtle
Vadodara8-12 LPA Posted 9 Jul 2025
FULL TIME
Mutual Funds
Ms Office
Equity Broking
Pms
Business Intelligence

Job Description

Roles and Responsibilities:

  • 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.

Candidate Profile

  • 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.
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