A Wealth Advisory Firm with 25 branches on PAN India Basis ,is looking for B2B Sales -Individuals and Team Leaders for Mumbai and Pune locations

Experience in Mutual Funds -Sales mandatory

Key Accountabilities / Responsibilities:

• Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business.

• Explaining MF Business opportunities and earnings to interested leads.

• Providing training to IFAs for Business Development.

• Preparing business plans and strategies to develop the business of IFA.

• Planning different activities to explore better business opportunities and new developments.

• Establishing strong relationships and communication with distributors

• Providing 360-degree Financial Assessment

• Formulating strategies for expanding

• Maintaining long-term relationships with existing/new clients

• Penetration of Wealth Management or other investment product on client’s portfolio.

• Develop and maintain long term relationship with the new as well as existing customers.

• Provide good quality customers Confident & Self-motivated.