- Support the companys bank partnerships and achieve sales targets from these channels
- Run and manage day to day business and operations for mapped partner branches
- Prospecting and identifying new leads and pitching to the clients through partner banks
- Maintain strong working relationships with the bank representatives for acquisition of new investment customers
- Function as point of contact for customer support and ensure queries are resolved in a timely and professional manner
- Keep abreast with latest developments in the organizations products and services
This is an individual contributor role
Desired Candidate Profile
- 2-6 years of relevant experience
- Experience in B2C sales / business development or relationship management
Professionals having sales/marketing experience in financial services like bancassurance channel of insurance company, corporate sales team in a bank, franchisee management in a broker / distributor will be given priority.
- Candidates with record of outperforming sales/revenue targets will be given prominence
- An ideal candidate will also come with experience of marketing and selling financial products such as Mutual Funds,Insurance, Equity and Debt Markets.
Fisdom is an award-winning, robo-advisory firm operating in the wealth management space. We currently offer investors a 360-degree wealth management platform for mutual funds and Insurance. Fisdom blends cutting-edge technology with conventional wealth management wisdom to make superior advisory accessible to all. Our focus is to help everyone maximize his/her wealth. For more info, visit: www.fisdom.com.We are growing and constantly looking for high performers to participate in our growth story.
Fisdom has just raised $ 11M in the last round led by NASPERS (ONE OF THE LARGEST VCs GLOBALLY).
We partner with Banks (as a digital partner) and own the Wealth Management Business of the bank. The current partnership includes PNB (A combined entity with OBC and UBI), Indian Bank (a merged entity include Allahabad Bank), Lakshmi Vilas Bank, Karnataka Bank, City Union Bank name a few apart for few Small Finance banks, Cooperative Banks and digital partnerships.
We strive to become the largest digital wealth Management Company keeping customer experience at CORE.
Address: Shivajinagar, , , BANGALORE, Karnataka, India