Cluster Manager, PFA (B2B) - Equity Broking & Investment Products

Cluster Manager, PFA (B2B) - Equity Broking & Investment Products

Cluster Manager, PFA (B2B) - Equity Broking & Investment Products

Key Responsibilities

• Lead and manage a team

  of Key Account Managers (KAMs), Equity Relationship Managers (RMs), and Partner Alliances, providing strategic direction and support.

• Train, motivate, and optimize productivity

  from your team, fostering a high-performance culture.
• Drive the

  acquisition of new Franchisees, Independent Financial Advisors (IFAs), and Remisiers

  , expanding our B2B network.

• Build strong rapport with these Partners

  (APs & DGs) and provide hands-on support to help them onboard their clients across our diverse product offerings.

• Conduct comprehensive training for Partners

  on all our products, including Direct Equity and a wide range of Investment Products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Insurance, Bonds, and Fixed Deposits, collaborating closely with our product and training teams.

• Ensure best-in-class services

  are provided to all partners, fostering strong, long-term relationships.

• Support distributors through joint calls

  , assisting them in client interactions and deal closures.

• Organize and facilitate seminars/webinars

  for the partners within your assigned cluster, enhancing their product knowledge and market understanding.

What We're Looking For

• Proven experience in a leadership role within equity broking or investment products, with a focus on B2B partner channels.
• Strong track record in team management, training, and driving productivity.
• Expertise in acquiring and nurturing relationships with Franchisees, IFAs, and Remisiers.
• Deep knowledge of Direct Equity and a wide array of Investment Products (MF, PMS, AIF, Insurance, Bonds, FDs).
• Exceptional communication, presentation, and interpersonal skills.