Team Leader Mutual Funnd (IFA & MFD Channel)

Finhaat Insurance Broking

Posted: 5 months ago
Openings: 10
Applicants: 0

Job Description

Overview:

Finhaat Wealth is an integrated financial products distribution platform serving investors pan-India through its channel partners. Finhaat Wealth Relationship Manager is responsible for onboarding and nurturing strong, long-term relationships with Individual Partners (Financial Product Distributors/ ARN Holder). The role includes acquiring new Partners as well as managing existing Partner relationships, by offering high-quality engagement to empower Partners and enable product sales.

Responsibilities:

Training Team for Partner Acquisition & On-boarding
Recruit existing ARN holders as Partners by presenting them the Finhaat Wealth proposition and also helping team achieve the targets
Team Management Handling and training RMs for potential business.
Identify & meet/e-meet the potential leads who are open to become financial product distributors.
Explain the business opportunity of becoming a Partner (ARN Holder) with Finhaat Wealth
Ensure completion of on-boarding process for Partner through your operations team
Partner Relationship Management
Develop positive & long-lasting relationship with Partners
Building a comprehensive Business Development plan for Partners
Providing training to partners on various financial products: Mutual Funds, Digital Gold, EMI Gold, Insurance
Educating partners on specific product propositions to increase product sales
Evaluating sales performance of partners & recommending improvements

Skills:

Willingness to develop strong understanding of financial markets, investment products, and wealth management strategies.
Excellent analytical, quantitative, and problem-solving skills.
Good interpersonal and communication skills, with the ability to build trust and rapport with partners/investors.
High ethical standards and commitment to maintaining partner/investor confidentiality.
Effective networking and relationship-building abilities.

Qualification: Bachelor's degree in Business Administration, Finance, Marketing, or a related field.

Working Conditions:

Professional office environment with frequent digital meetings with partners/investors.

Benefits:

Competitive salary and performance-based incentives.
Comprehensive benefits package including health insurance, life insurance, provident funds etc.
Professional development opportunities and support for continuing education and learning.