Relationship Manager - IFA Channel - B2C Investment Tech Platform

Job Description:

As Relationship Manager - IFA Channel, You will be responsible in expanding and optimizing companys partnerships with financial advisors, IFAs, MF distributors, and other channel partners and the ability to lead a team in achieving ambitious revenue targets.

What you will do:

- Sourcing, acquiring, and leveraging existing partnerships with financial advisors, distributors, and MFDs

- Establishing and maintaining strong relationships with key partners to drive mutual success

- Tie up with financial advisors and distributors as channel partners to distribute companys investment products

- Facilitating onboarding and training processes for partners to enhance their understanding of company's product's benefits and features

- Setting and achieving monthly distribution targets, contributing to the overall growth strategy

- Educating partners and their clients about the company's wealth products, ensuring transparency and preventing mis selling

- Providing continuous market feedback to the management team for product enhancement and strategic decision-making

- Engaging in day-to-day business activities to ensure adherence to Standard Operating Procedures (SOPs)

What you need to have:

- CA / BBA / MBA (Finance) / CFA / Post Graduate

- Minimum 2-3 years of successful B2B sales experience in financial products

- Proven track record in managing and expanding partnerships

- Should have at least 50-100 existing relationships with financial advisors/distributors

- Proficient in MS Office, especially MS Excel

- Demonstrated ability to meet and exceed distribution targets

- Leadership skills to manage a team and drive results

- Strategic thinking to optimize and expand partner relationships

- Ethical approach to product education and client interaction

- Proactive involvement in day-to-day operational activities

- In-depth knowledge of financial products and a passion for achieving revenue targets

- Excellent communication skills (verbal and written)

- Strong analytical skills