Marwadi Shares & Finance - Head - Distribution Business

About Marwadi Shares & Finance Ltd.

Marwadi Shares and Finance Ltd. is a quarter century financial services provider with a sprawling network of clientele, business associates and channel partners across the state of Gujarat along with a presence in metropolitan cities such as Mumbai, Bangalore, and Hyderabad.

MSFL is keen on adopting a hybrid model while keeping its core business family values intact and expanding the business both in terms of products and regions by enthusing fresh technological & strategic initiatives.

Job Description :

The headquarters in Rajkot is looking for an enthusiastic with sound expertise in the financial products distribution business. As the designation suggests the ideal candidate will be leading the diverse financial products distribution team and would play a vital role in mentoring, training, driving sales through branches and channel partners. The candidate will be closely working in consultation with the management in driving product enhancements, operational processes for the objective of superior trading and investing services to the clients and end-users.

Requirements

Experience - Minimum 5+ years in Sales and Distribution of Third Party Distribution (TPD) products, preferably mutual funds

Qualifications - MBA with Finance/Marketing

CTC - Based on candidates experience and merits

Location - Rajkot

Responsibilities

- To manage sales and distribution of third party distribution (TPD) products in state of Gujarat and Mumbai

- Manage and leverage branches, channel partner network for sales and distribution of distribution products mainly for Mutual funds, IPO's, OFS, NPS, Insurance, bonds etc.

- Empowering team members and channel partners with product knowledge and offerings from mutual funds, insurance, bonds, NPS, etc.

- Provide financial & Investment advice to employees and channels partners

- Maintain healthy business relations with Retail & National Distributors to ensure customer satisfaction by providing exceptional client services

- Streamline operations and ensure satisfactory services for all distribution products to our channel partners and customers

Accountability

- Supportive role in adding new business partners / channel partners

- Organize various sales promotional and investor awareness program with Asset Management Companies

- Ensuring smooth functioning of all the service related queries of internal and external stakeholders (employees and clients)

- Achieve penetration in Gujarat and Mumbai region for TPD products through existing and new channels.

- Demonstrate deep knowledge of broking product features, services and usability

- Create and review MIS reports for various distribution business verticals

- Devise and create strategic marketing reports, presentations for brokerage policy, revenue mix, analyze return on investments, client and channel partner acquisition periodically