Team Leader
Anand Rathi
Bengaluru, Karnataka
Job Description

Own the Business PnL for the geography
Build a strong distribution channel consisting of IFAs, Insurance Advisors, CAs, Bank RMs that want to take the entrepreneur route.
Build distribution through one to one and one to many/seminar formats
Active involvement in joint client meetings with Distribution partners to demonstrate and help with closures.
Build and manage a strong BDM team (initial budget of 3 BDMs in Yr 1, growing to 8-10 by Yr 3) through ongoing coaching and trainings.
Create and execute marketing campaigns in the city for building distribution
Help Partners in multiplying their AUM by helping them create a roadmap for success.

Required Candidate profile

Qualification - Engineer-MBA or CA
Experience : atleast 5+ years with 2 years in a team lead role.
Familiarity with the Distribution landscape of the city/state - IFAs, Insurance Advisors.
Could be currently with other Platform players in a team lead role
Should have excellent relationships with IFA community
Direct client management experience (B2C - RM background) is a Plus
Sound understanding of MF and financial products.
Ability to attract and build a team of competent Sales professionals/BDMs who will be responsible for onboarding Partners and coaching them through joint client meetings

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Corporate Sales

Role:Sales/Business Development Manager

team leading
ifa channel
channel distribution
wealth management
Desired Candidate Profile
Please refer to the Job description above


Doctorate:Doctorate Not Required

Company Profile

AR Wealth Management Private Limited

Anand Rathi Group is one of India’s fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .