Liquiloans - Senior Manager - B2B Sales - Financial Products

Job description

Role & responsibilities

- Generating investments through different channel partners.

- Reach out to B2B Financial Advisors (Prospects): will involve active reach outs via cold-calling, establishing connects via email/linked-in/telephonic calls etc.

- Meeting B2B Prospects and showcasing our product proposition to convince them to empanel and distribute our product

- Onboarding and Managing tie-up with IFAs Channel, NDs, Stock Brokers & Wealth management SMEs to get the investment through their end customers in Companys owncinvestment product.

- Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets

- Engagement & Generating business from IFA Segment.

- Responsible for managing sales activities in the region.

- Handle channel partners, Distributors for Companies own Investment Product.

- Creating daily MIS and reports.

- Conducting business engagement activities with these partners.

- Insuring portfolio review and counselling on high end investors is conducted regularly

- Focus on increasing AUM size month on month basis

Preferred candidate profile

- CA Fresher / Graduate fresher, MBA Fresher (Finance) / CFA / Post Graduate from top college / University.

- B2B sales / Enterprise sales experience is preferred. (Finance Product sales, SAAS sales, Banking product sales, Insurance sales preferred)

- Proficiency in MS Office especially MS Excel

- Excellent communication skills (Verbal and Written)

- Experience with growth marketing & communication is a plus

- Strong Analytical skills

- Good understanding of Global + Indian Financial Markets

- Good to have Knowledge across investment products: Fixed Income, Equity, Real Estate