Distribution - B2B (Private Wealth)

Systematix Private Wealth; Mumbai; On-site; INR 4,000,000 - 6,500,000; Full time

Job summary

Systematix Group is seeking a Senior Strategic Alliance professional in Mumbai to drive business growth through the B2B channel, managing key relationships with IFAs and channel partners and overseeing strategic alliances in the region.

The role focuses on expanding the distribution footprint, driving AUM and revenue, and ensuring regulatory compliance while collaborating with product and marketing teams to launch campaigns and incentive programs.

Qualifications

• Post Graduate with MBA / Professional Certification.
• Knowledge of Financial products & Capital markets is mandatory.
• All relevant NISM certifications.

Responsibilities

• Tie-ups and manage relationships with IFAs and channel partners to maximize business opportunities in cities.
• Drive AUM growth and revenue through partner engagement and business development initiatives.
• Identify and on-board new IFAs and channel partners to expand market reach.
• Conduct product presentations, training sessions, and market updates to enhance partner knowledge and engagement.
• Collaborate with product and marketing teams to roll out campaigns, contests, and incentive programs.
• Monitor channel performance and ensure achievement of monthly, quarterly, and annual targets.
• Ensure adherence to regulatory guidelines (SEBI/AMFI) and internal compliance standards.
• Provide market intelligence and competitor insights to the leadership for strategic decisions.

Skills

Stakeholder management

Communication skills

Relationship building

Team player

Education

MBA / Postgraduate with professional certification

NISM certifications

Job description

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

Business: - Private Wealth Business

Role: - Strategic Alliance

Experience: - 10+ years

About the Role

The Incumbent will be responsible for driving business growth through the B2B channel network, managing relationships with key channel partners (Individual Financial Advisors) and will be responsible for other strategic alliances in respective regions. The Candidate will drive AUM growth and revenue budget through this B2B Channel for the assigned region.

Key Responsibilities

• Tie-ups and manage strong relationships with IFAs and key channel partners to maximize business opportunities across cities
• Drive AUM growth and revenue through effective partner engagement and business development initiatives
• Identify and on-board new IFAs and channel partners to expand market reach and distribution footprint
• Conduct product presentations, training sessions, and market updates to enhance partner knowledge and engagement
• Work closely with product and marketing teams to roll out campaigns, contests, and incentive programs
• Monitor channel performance and ensure achievement of monthly, quarterly, and annual targets
• Ensure adherence to regulatory guidelines (SEBI/AMFI) and internal compliance standards
• Provide market intelligence, competitor insights, and feedback to the leadership team for strategic decisions

Education & Certifications

• Post Graduate with MBA / Professional Certification
• Knowledge of Financial products & Capital markets is mandatory
• All relevant NISM certifications

Roles

• Team player
• Good Stakeholder Management
• Good interpersonal & communication skills