- Acquisition of B2B Partners
- Deepening Relationships and Increasing Wallet Share from Existing B2B Partners.
- Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income Investment Product.
- Generating investments from channel partners.
- Managing tie-up for investments from IFA Channel, NDs, Stock Brokers & Wealth segment etc.
- 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
- Acquire & Manage Distribution Partners / Create Alliances
- Garner Investments via Financial Distributors
- Excellent in team management, should be able to manage team of 7-10 RM's.
- Good understanding of Global + Indian Financial Markets
- Knowledge across investment products: Fixed Income, Equity, Real Estate & Other Alternatives
- Strong Analytical skills
- Understand and analyse various business models in the fintech lending space and identify partnership opportunities by identifying prospects and evaluating the benefits of partnerships.
- Coordination with internal stakeholders (Operations, Product, Tech & Legal teams) for handling end to end responsibilities of the partnership and act as a bridge to deliver all the requirements of the partner.
- Solving problems through structured thinking, project planning and hands-on execution.
- Analysis of the gaps in the existing process and optimization of the same as strategic projects
- Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline.
- Be proactive about solving problems and take additional initiatives and responsibilities as and when they emerge.
Preferred candidate profile :
- CA (Preferred) / BBA, MBA (Finance) / CFA / Post Graduate from top collage / University.
- Min 7-10 Years of relevant experience in Business Development of Financial Sales
- B2B sales experience is must. (Finance Product sales highly preferred)
- Should have managed 7-10 Sales RM's. Should be ready to take targets and own P&L.
- Should be excellent in cross functional stake holder management with shades of sales (preferred).
- Prior experience in handling fintech partnerships is preferred.
- Proficiency in MS Office especially Ms Excel
- Excellent communication skills (Verbal and Written)
- Experience with growth marketing & communication is a plus.
Note: Interested candidates can reach out with updated resume on malini.varma@liquiloans.com
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