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Branch Head - Ahmedabad

Yubi·Ahmedabad

Pay not stated10–15 yrsFull-time
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About the role

The Branch Head at Yubi Markets is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services.

What you'll do

  • Acquire, build and maintain strong relationships with IFA, MFD & RIA
  • Demonstrate expertise in wealth management products, including but not limited
  • Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc
  • Educate clients on the features, benefits, and risks associated with various weal
  • The management products.To identify new business opportunities and generate leads through networking and referrals

What you need

  • 10–15 yrs of experience
  • Wealth management
  • Business development
  • Channel sales
  • Compliance
  • Sales
  • Negotiation
  • B.Com or BBA or MBA

Good to have

  • Portfolio management
  • Cross-selling
  • Due diligence

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