Senior Wealth Manager-IFA

Purnartha Investment Advisors; Mumbai, Pune District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Purnartha Investment Advisors in India seeks a results-driven sales professional to generate business and expand market share through distributor relationships. You will plan and deliver growth in sales, onboard new distributors, and deepen market penetration across geographies.

The role targets achieving sales targets with structured plans (annual, quarterly, monthly or weekly) and requires maintaining meeting reports, supporting distributors with funds information, events, and investor

Qualifications

• Experience in IFA channel sales within mutual fund companies.
• Strong ability to onboard and manage distributor relationships.
• Knowledge of funds, products, and investor education initiatives.

Responsibilities

• Plan and deliver growth in sales through initiatives designed to build long relationships with distributors.
• Identify, research, and contact prospective distributors and onboard them which will help generate future sales.
• Deepen the market penetration in respective geographies.
• Achieve set sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and initiatives.
• Maintain meeting reports and diligently follow the sales process of the organization.
• Drive profitability & market share from the sourced AUM.
• Maintain & prioritize regular contact with channel partners to sustain and improve the relationship to facilitate business growth.
• Ensure our distributors have a detailed understanding of our funds & products.
• Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your geography.
• Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors Sales support & market intelligence
• Coordinate with product and research team to provide support to the channel partners.
• Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share with the management team.

Job description

Generating Business & Expanding Market Share :

• Plan and deliver growth in sales through various initiatives designed for building long relationships with distributors
• Identify, research, and contact prospective distributors and onboard them which will help generate future sales
• Deepen the market penetration in respective geographies.
• Achieve set sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and initiatives
• Maintain meeting reports and diligently follow the sales process of the organization.
• Drive profitability & market share from the sourced AUM.
• Maintain & prioritize regular contact with channel partners to sustain and improve the relationship to facilitate business growth
• Ensure our distributors have a detailed understanding of our funds & products
• Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your geography
• Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors Sales support & market intelligence
• Coordinate with product and research team to provide support to the channel partners.
• Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share with the management team.

We are looking at candidates from mutual fund companies , having exp in IFA channel sales