Job Overview
Manage and build strong relationships with Independent Financial Advisors (IFAs) and drive business growth.Acquire new IFAs and increase business through regular engagement, support, and relationship management. Promote investment products and solutions to strengthen revenue and increase the firm’s market presence.Ensure excellent partner service while achieving business, revenue, and acquisition targets.
1) Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance,
2) Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAsand their clients on different products. Achieve given AUM and Revenue targets.
3) Maintain relationships with the existing network of IFAs Recruit potential new IFAs Manage, recruit and drive the sales team for meeting efforts and performance targets.
4) Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure
Educational Qualifications: Post Graduate
Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
Candidates with 3+ years of experience in broking, wealth management, mutual funds, or financial services, preferably in IFA/partner acquisition.Strong relationship management, business development, and partner-handling skills with a proven track record of achieving targets.Candidates with a good network among IFAs, distributors, and financial advisors, along with excellent communication skills, will be preferred.