Prachay Group
Website:
prachay.com
Job details:
Job Description
- Partner Relationship Management
- Manage and grow an assigned Partner POD comprising Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), and Registered Investment Advisors (RIAs).
- Build strong, long-term relationships with channel partners to drive engagement, trust, and retention.
- Act as the primary point of contact for partners within the assigned POD and ensure seamless communication.
- Conduct regular partner meetings to understand business opportunities and address partner requirements.
- NCD Sales & Business Development
- Drive sales of Non-Convertible Debentures (NCDs) through the assigned partner network and achieve revenue targets.
- Identify, onboard, and activate new IFAs, MFDs, and RIAs to expand the distribution network.
- Develop and execute strategies to increase partner productivity and business contribution.
- Collaborate with partners to identify new investment opportunities for their clients.
- Partner Education & Product Advisory
- Educate partners and their clients on NCD products, fixed-income instruments, product features, benefits, and associated risks.
- Deliver product presentations, investment discussions, and market updates to improve partner knowledge.
- Assist partners in positioning fixed-income products effectively based on investor requirements.
- Ensure partners are updated on new product launches, market developments, and regulatory changes.
- POD Engagement & Growth
- Plan and execute partner engagement initiatives including webinars, workshops, investor awareness programs, and product sessions.
- Drive consistent engagement activities to strengthen relationships and improve partner loyalty.
- Monitor market trends, competitor activities, and fixed-income investment opportunities.
- Share market insights and partner feedback with leadership to support product and business strategies.
- Identify growth opportunities within the assigned geography and partner ecosystem.
- Support marketing and business development initiatives aimed at
- increasing NCD penetration within the assigned POD.
- Identify opportunities to improve partner experience and enhance business outcomes.
- Compliance & Relationship Support
- Maintain accurate records of partner interactions, leads, transactions, and business activities.
- Ensure all sales and distribution activities comply with regulatory and internal compliance requirements.
- Coordinate with internal teams to ensure timely execution of transactions and efficient partner support.
- Resolve partner queries promptly and ensure a superior service experience.
- Market Intelligence & Business Insights
- Monitor market trends, competitor activities, and fixed-income investment opportunities.
- Share market insights and partner feedback with leadership to support product and business strategies.
- Identify growth opportunities within the assigned geography and partner ecosystem.
- Prepare periodic MIS reports and business performance updates for management review.
Skills And Knowledge
- Strong relationship management and networking skills.
- Proven experience in managing IFA, MFD, and RIA partner networks.
- Sound knowledge of Non-Convertible Debentures (NCDs) and fixed-income investment products.
- Excellent sales, negotiation, presentation, and communication skills.
- Strong business development and partner acquisition capabilities.
- Target-oriented, self-driven, and result-focused.
- High level of ownership, integrity, and customer-centric approach.
- Ability to work independently while collaborating effectively within a POD structure.
- Good analytical and problem-solving skills.
Educational Qualification
Graduate/Postgraduate in Finance, Business Administration or related field. AMFI/NISM Certification would be an added advantage
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