Title: Senior Manager / Manager, Channel Sales (IFA, Distributors, Advisors)
Experience: 10+ years
Location: Mumbai
Only candidates based in Mumbai from the stockbroking industry, with experience in onboarding IFAs, wealth managers, distributors, brokers, advisors, and CAs, should apply.
Responsibilities:
- Develop and implement sales strategies and initiatives to drive revenue growth and market penetration within the IFA community.
- Build a strong distribution channel consisting of IFAs, Distributors, Advisors, CAs etc.
- Build rapport with partners & help them onboard their clients for Appreciate's investment products.
- Collaborate closely with internal teams, including product, marketing, and operations, to align sales efforts with business objectives and customer needs.
- Conduct training of Partners for all our products across US stock investment, Goals, Mutual Funds etc.
- Evaluate market trends, competitor activity, and customer feedback to identify areas for growth and differentiation
- Organise seminar/webinar for the partners of his/her cluster.
- Drive AUM on a month-on-month basis.
- Good understanding of Global + Indian Financial Markets (Indian compulsory)
- Ensure compliance with regulatory requirements and industry standards, including adherence to company policies and procedures.
Preferred candidate profile:
- Should be from Broking Industry with 10+ Years of experience of onboarding IFAs, Wealth Managers, Advisors, CAs etc
- Strong relationship within the IFA community. Experience of selling Equity broking products along with Mutual Funds.
Why join Appreciate:
Opportunity to join a fast-growing Fintech company
Play an influential role in bringing financial inclusion to 1B+ emerging markets consumers
Autonomy to make impactful decisions
Attractive compensation
High visibility and exposure into the world of Finance and Banking
About Appreciate:
Appreciate makes investing in US stocks simple for beginners and pro-traders alike. Whether you're taking your first steps in personal finance or making giant strides towards financial freedom, this app lets you chase your goals with a powerful AI recommendation engine.
Interested Apply now and kickstart your growth trajectory.