Independent Financial Advisor/Senior Partner Relationship Manager - WealthTech

IFA Role - Sr Partner Relationship Manager - Wealth-Tech Company

- Our client is a Bengaluru based digitally driven company which offers a wide range of alternative fixed-income investment products, like corporate debt, invoice discounting, asset-backed leasing, revenue-based financing, among others.

- It has already built a community of over 60,000 investors and crossed Rs 1000 crore investment mark with zero defaults. It has also raised a total of 577M in funding.

- Founded in 2021 by two investment professionals with decades of experience in corporate finance and real estate respectively, this platform has truly democratized the world of alternative fixed income investments and revolutionized the journey to wealth creation.

- As a Sr Partner Relationship Manager, you will be responsible for managing and onboarding IFAs/Channel Partners.

What you will do :

- Acquiring IFA's/Channel Partners

- Engaging with inbound partner leads on the platform to convert, onboard and manage relationship

- Preparing presentation and maintaining database of portfolio for periodic reviews

What you need to have :

- Masters Degree in Business and other equaling qualifications

- At least 7+ years of experience as IFA/Distribution Space

- Experience handling Karnataka, Tamil Nadu, Andhra Pradesh, Telangana, and Kerala

- Some established relationships already with the IFA community (family offices, independent financial advisors, etc.) in the southern states

- Good experience and knowledge in selling financial investment products (MFs, PMS, fixed income products across varied tenures, yields & ratings)

- Willingness to travel frequently

- Preferably in financial services company or Fintech

- Ability to speak Tamil or Telugu (both would be great) along with Hindi and English