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13/09 Akshay Datt
Founder at Unnati

Views:43 Applications:12 Rec. Actions:Recruiter Actions:5

Relationship Manager - IFA Channel - Wealth Tech Firm (7-10 yrs)

Bangalore Job Code: 1313802

Our client is a Bengaluru based digitally driven company which offers a wide range of alternative fixed-income investment products, like corporate debt, invoice discounting, asset-backed leasing, revenue-based financing, among others.

It has already built a community of over 60,000 investors and crossed Rs 1000 crore investment mark with zero defaults. It has also raised a total of 577M in funding.

Founded in 2021 by two investment professionals with decades of experience in corporate finance and real estate respectively, this platform has truly democratised the world of alternative fixed income investments and revolutionised the journey to wealth creation.

As a Relationship Manager IFA Channel, You will be responsible for Proactively identifying and acquiring new IFAs and Channel Partners

What you need to do:

- Engaging with inbound partner leads on the platform, converting them into active partners.

- Developing and implementing effective strategies to expand the partner network.

- Facilitating the onboarding process for new partners, ensuring a smooth transition onto the platform.

- Building and maintaining strong relationships with partners, providing ongoing support and assistance.

- Conducting regular reviews and feedback sessions to ensure partner satisfaction.

- Preparing presentations to showcase the platform's offerings and benefits to partners.

- Maintaining a comprehensive database of partner portfolios for periodic reviews and performance analysis.

- Responsible for the Karnataka, Tamil Nadu, Andhra Pradesh, Telangana, and Kerala regions.

What you need to have:

- Master's Degree in Business or an equivalent qualification.

- Minimum of 7+ years of experience in the IFA/Distribution space.

- Strong existing relationships within the IFA community in the southern states.

- Profound expertise in selling financial investment products, including Mutual Funds (MFs), Portfolio Management Services (PMS), fixed income products with varied tenures, yields, and ratings.

- Willingness to travel frequently within the designated region.

- Preferably previous experience in a financial services company or fintech organization.

- Fluency in South Indian languages along with English will be a distinct advantage.

Women-friendly workplace:

Maternity and Paternity Benefits

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