Relationship Manager | IFA
15 hours ago
We are seeking a motivated and experienced IFA (Independent Financial Advisor) Relationship Manager to join our Asset Management team. In this role, you will be responsible for building and maintaining strong relationships with IFAs, promoting our investment products, and driving business growth.
Responsibilities
- Develop and maintain strong relationships with a portfolio of IFAs to enhance client satisfaction and loyalty.
- Identify new business opportunities within the IFA channel and implement strategies to increase market share.
- Provide IFAs with in-depth knowledge of our asset management products, including performance, risk, and market trends.
- Organize and conduct training sessions for IFAs to ensure they are well-versed in our offerings and can effectively communicate them to their clients.
- Collaborate with the sales and marketing teams to develop and execute targeted sales strategies tailored to the IFA market.
- Track and analyze sales performance metrics to identify opportunities for improvement and ensure targets are met.
- Gather and relay feedback from IFAs to relevant internal teams for product development and service enhancements.
Qualifications
- 4-6 years' of client relationship experience
- Ability to manage multiple projects and clients
- Strong communication and interpersonal skills
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