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UpMan Placements Private Limited · posted 2 months ago
About the Role
The Incumbent will be responsible for driving business growth through the B2B channel network, managing relationships with key channel partners (MFDs) and will be responsible for other strategic alliances in Mumbai & Gujrat region. The Candidate will drive AUM growth and revenue budget through this B2B Channel for the assigned region.
Key Responsibilities
Tie-ups and manage strong relationships with IFAs and key channel partners to maximize business opportunities across cities
Drive AUM growth and revenue through effective partner engagement and business development initiatives
Identify and on-board new MFDs and channel partners to expand market reach and distribution footprint
Conduct product presentations, training sessions, and market updates to enhance partner knowledge and engagement
Ensure adherence to regulatory guidelines (SEBI/AMFI) and internal compliance standards
Education & Certifications
Post Graduate with MBA / Professional Certification
Knowledge of Financial products & Capital markets is mandatory
All relevant NISM certifications