Cluster Manager - Sales - Financial Services (4-6 yrs)

Our Client is a leading Indian financial services company that offers a wide range of investment and wealth management solutions. It is a part of a prominent conglomerate in India. It Provides various financial services, including retail and institutional broking, equity and commodity trading, depository services, portfolio management, wealth management, mutual funds, and insurance.

Designation : Cluster Manager

Experience : 4-6 Years

Education : Graduate/MBA

Preferred Industry : Broking with Franchisee Business Exposure

Specific Requirement : Candidates having extensive franchisee development experience would be preferred

Location : Bangalore, Mumbai , Ahmedabad, Hyderabad, Surat, Cochin, Vizag, Mangalore, Coimbatore

Job Description :

Revenue Generation :

- Net Revenue achievement as per targets from existing Franchisee Partners.

- Active franchisee engagement with franchisee for their growth and generate the revenue as per planned numbers.

- Ensure research support and sales support to the existing partners for increase in revenue.

New Franchisee Acquisitions :

- To analyze the high potential business areas, build strong networking with local entrepreneurs and competition Franchisees, assess offerings by various Brokers in the region & Mapping the high potential business areas.

- Lead generation activity and closures accordingly.

- Taking proper approval for documentation and ensuring timely registrations.

- Post registration ensures timely induction with the help of the Onboarding team.

- Focus on the business transfer from the franchisee, timely account opening, activation and revenue generation.

- Servicing of Existing Partners for growth and expansion:

- Supporting existing partners on ground marketing for Customer Acquisition and helping Franchisee in Growth and Expansion.

- To extensively engage with Franchisees by developing their capabilities for revenue generation.

- To strategize with the BP for achieving strong business traction from different segments (derivative, commodity, currency).

- Maintaining net retention as per planned numbers and targets.

- Motivating BP for building a high temp funding book.

- Transitioning existing & new clients to Mobile/Web/Exe platform so as to help partner reduce cost and increase revenue by acquiring new clients:

- To train and educate the business partner to trade through online platforms like Mobile/Web/Exe.

- Arrange various training for online trading portal for franchisee/clients.

- Motivating business partners for online trading as it reduces compliance requirements and unauthorized trade complaints.

- Adherence to Compliance/Statutory requirements:

- Ensure strict adherence to compliance by the Franchisees as per organizations policies/ Regulatory bodies in all interactions.

- Connect with franchisees on a regular basis to ensure client pre and post order confirmation are in place to avoid the unauthorized trade.

- Assist and guide franchisees to maintain compliance as per norms.

Cross Sell of Companies' Products :

- Arrange time to time training for third party products to business partners with the help of Client's team.

- Motivating Business Partners to cross sell Client's products to enhance their earning and provide money needs of the customers & retain them.

- Communicate to BP about TPP contests with benefits and motivate them to qualify in the contest.