Manager/Senior Manager - Independent Financial

Description:

Key Responsibilities:

- Strategic Planning and Leadership:

- Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.

- Identify and capitalize on new business opportunities to expand the IFA network.

- Provide strategic insights and recommendations to senior management for scaling the business.

- Relationship Management:

- Build and nurture strong relationships with IFAs to ensure high engagement and retention.

- Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.

- Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.

- Sales and Business Development:

- B2B sales by onboarding and activating high-performing IFAs.

- Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.

- Analyze market trends, competition, and client feedback to identify gaps and opportunities.

- Compliance and Reporting:

- Ensure adherence to regulatory guidelines and organizational policies in all sales activities.

- Prepare and present periodic sales reports, forecasts, and performance analyses to the management.

- Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.

Qualifications and Skills Required:

- Bachelors/Masters degree in Business Administration, Finance, or a related field.

- Minimum 2 years of experience in B2B sales, in wealth management industry.

- Proven track record of managing and growing the IFA network.

- Strong understanding of financial products, including mutual funds, insurance, and portfolio management services.

- Excellent communication, negotiation, and relationship-building skills.

- Proficiency in using CRM tools, MS Office, and data analytics software.

- Strategic thinker with strong leadership and team management capabilities.

Key Competencies:

- Goal-oriented and results-driven approach.

- Ability to manage multiple priorities and thrive in a fast-paced environment.

- Strong problem-solving and decision-making skills.

- Adaptability and willingness to embrace change