
Business Leader
2 days ago
We are seeking a skilled business leader to manage our sales operations at a leading financial institution.
Main Responsibilities- Sales and Partnership
- Identify, onboard, and activate new B2B partners for mutual fund and insurance product distribution.
- Achieve sales targets for mutual funds and insurance across life, general, and health categories.
- Cross-Selling and Relationship Management
- Promote cross-selling of financial products through partner networks.
- Maintain strong and long-term relationships with sub-brokers, mutual fund distributors (MFDs), and insurance advisors.
- Training and Support
- Provide regular product updates, training, and support to partners to increase business volumes.
- Industry Knowledge and Insights
- Stay updated on industry trends, new products, regulatory changes, and competitor strategies.
- Provide insights and feedback from the field to the product and marketing teams.
- Compliance and Record Keeping
- Ensure partners comply with SEBI/IRDAI regulations and internal compliance standards.
- Maintain accurate records of sales, partner interactions, and deal closures.
- Primary Support Contact
- Serve as the primary support contact for all mutual fund and insurance-related queries.
- Education
- Graduate/Post-Graduate in Finance, Commerce, or related field.
- Certifications
- AMFI & IRDAI certifications preferred (or willingness to obtain within 3 months of joining).
- Skills
- Strong knowledge of mutual fund and insurance products.
- Excellent B2B sales and negotiation skills.
- Effective communication and presentation abilities.
- Self-driven, target-oriented with a customer-first mindset.
- Proficiency in MS Office, CRM tools, and digital platforms.
- This is a mid-senior level full-time position.
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