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Independent Financial Advisor

3 months ago

Mumbai, India JM Financial Ltd Full time

IFD Sales

is responsible for identifying, empaneling, training, and driving Independent Financial Distributors (IFDs) to achieve sales of financial products. This role involves managing relationships with various financial professionals, understanding their needs, and supporting their business development through various initiatives.

Responsibilities & Tasks:

  • Training & Development:
  • Train newly empaneled IFDs on the effective use of digital platforms and mobile apps.
  • Provide knowledge on primary market products including Mutual Funds, New Fund Offers (NFOs), Initial Public Offerings (IPOs), Non-Convertible Debentures (NCDs), Capital Markets products, Bonds, and Corporate Fixed Deposits.
  • Organize events to foster business development for IFDs.
  • Empanelment & Relationship Management:
  • Identify and empanel Chartered Accountants (CAs), ex-bankers, ex-wealth advisors, insurance agents, and other finance professionals as IFDs.
  • Acquiring new IFDs and advising them on primary market products.
  • Maintain and enhance relationships with IFDs to drive ongoing sales.
  • Sales & Business Development:
  • Drive IFDs to achieve sales targets for financial products on an ongoing basis.
  • Develop a deep understanding of IFDs' needs in primary market products and provide appropriate support.
  • Compliance & Certification:
  • Ensure that all activities comply with industry regulations.
  • The candidate must be NISM - VA certified.

Skills & Experience:

  • Experience in the Independent Financial Advisor (IFA) channel.
  • Previous experience in handling investment-related products such as Mutual Funds, Fixed Income, Life, and General Insurance.
  • Strong communication skills.
  • Good team player.
  • Ability to train and motivate IFDs.
  • Eager to learn and adapt to new challenges.

Educational Qualifications:

  • MBA or equivalent degree.

Personal Characteristics:

  • Dedicated and committed to achieving sales targets.
  • Proactive in organizing events and activities for business development.
  • Good understanding of client (IFDs) needs in primary market products.

Accountable to: Senior Management

Total number of employees supervised: Varies based on the number of IFDs empaneled and managed.