Cluster Manager / Partner Franchisee Alliances ( B2B )

QuickTurtle; Ahmedabad District; On-site; INR 8,00,000 - 12,00,000; Full time

Job summary

A financial services company in Ahmedabad is seeking a Team Manager to lead Key Account Managers and drive productivity in the Equity Broking sector. The ideal candidate should have 4-5 years of experience, excellent communication skills, and a strong background in selling various financial products including Equity and Mutual Funds. This role focuses on acquisition, training, and partner relationship management.

Qualifications

• Minimum of 4-5 years of team handling experience in B2B within Equity Broking industry.
• Experience in selling Equity broking products along with Mutual Funds, PMS, AIF.
• Good communication skills are required.
• Ability to learn and update regularly on Capital Markets.
• Desire to achieve sales targets.

Responsibilities

• Handle a team of Key Account Managers (KAMs) and Equity RMs.
• Train and motivate team for productivity.
• Acquire Franchisees and Independent Financial Advisors.
• Build rapport with partners and assist in client onboarding.
• Conduct training for partners on various financial products.
• Ensure best services to partners.
• Assist distributors during joint calls.
• Organize seminars/webinars for partners.

Skills

broking

partner management

alliances

pms

capital market

acquisition

team training

business development

relationship management

marketing

branch banking operations

cross selling

team handling

sales

mutual funds

investment products

fixed deposits

Job description

Responsibilities

• Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances.
• Train, Motivate & get productivity from the team.
• Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers.
• Build rapport with these Partners (APs & DGs) & help them on-board their clients across products.
• Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team.
• Ensure best services to partners.
• Help distributors on joint calls.
• Organise seminar/webinar for the partners of his/her cluster.

Candidate Profile

• Should be from Equity Broking Industry with minimum of 4-5 Years of team handling experience in B2B viz. Partner Alliance (Franchisees, IFAs)
• Experience of selling Equity broking products along with Mutual Funds, PMS, AIF etc needed.
• Need to have good communication skill.
• Need to have ability to learn and update regularly on Capital Markets.
• Desired to achieve sales target.

Mandatory Key Skills

• broking
• partner management
• alliances
• pms
• capital market
• acquisition
• team training
• business development
• relationship management
• marketing
• branch banking operations
• cross selling
• team handling
• sales
• mutual funds
• investment products
• fixed deposits