Franchise Cluster Manager Job in Delhi at Aditya Birla Money

Job Description:

• Passion for channel business, relationships and qualitative value addition in business 
• IFA’s and their clients, competition, other stakeholders 

ROLES & RESPONSIBILITIES: -

• Empanelment of Franchiese based on Eligibility criteria designed by the company. 
• Supporting Franchiese in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped Franchiese 
• Providing continuous support to the IFAs on day on day 
• Drive IFA Engagement process 
• Timely Resolution of Franchiese queries 
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 
• To conduct and assist in organizing seminars, workshops and other business development activities. 

JOB SPECIFICATIONS REQUIRED:

Qualifications: - 

• An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. 

Desired Skill Set: 

• Ability to inspire trust and confidence in clients. 
• Knowledge of PMS & AIF. 
• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. 
• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. 
• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients 
• Good oral and written communication skills with clarity of thought, speech and expression 
• Good interpersonal skills 
• Good Analytical Skills 

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience 
• Assertive & hard working 
• Result oriented