IFA Sales Specialist

1 week ago


Bengaluru, Karnataka, India Abakkus Asset Manager Private Limited Full time
Abakkus Asset Manager Private Limited Abakkus is an alpha focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors. In just 6 years of incorporation Abakkus has established itself in the Indian equity horizon both in terms of performance and growth in assets. Key Responsibilities: Business Development
• Identify and onboard new IFAs and financial intermediaries to expand our reach.
• Generate leads for PMS, AIF, and future MF products through existing and new relationships. Sales Execution
• Drive sales and achieve targets for PMS and AIF.
• Conduct meetings, presentations, and portfolio reviews with IFAs and their clients. Relationship Management
• Build and maintain strong relationships with IFAs, wealth managers, and distribution partners.
• Provide ongoing support and insights to enhance client engagement. Product Expertise
• Serve as a subject matter expert on PMS and AIF products.
• Educate IFAs on investment strategies, market trends, and product performance. Compliance & Reporting
• Ensure adherence to regulatory guidelines and company policies.
• Share regular sales and performance updates with senior management. If you're ready to take on a high-impact role and contribute to our growth, we'd love to hear from you
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