JD : Manager - Partnership & Alliances
- Identifying wealth management companies, financial advisors in the region build the SPANCO list Acquiring Independent Financial advisors (IFAs), Mutual fund distributors (MFDs) in the assigned territory for Arthmate direct partnership
- Managing relationship with the signed-up IFA's
- Growing business, doing upsell and cross sell
- Ensuring the achievement of set monthly, quarterly and annual business targets
- Competition analysis & product positioning
- Generating feedback from the partners and sharing with the business, product and tech team Growing knowledge & understanding of B2B business in financial services domain
- Imparting training to IFAs on Dashboard, Internal processes, Product & selling
- Preparing the sales plan for region
- Planning awareness drive on Arthmate Direct
- Identifying marketing opportunities and implementing marketing ideas
- Client presentation
- Maintaining MIS & Business reports
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