IFA Sales Specialist
3 weeks ago
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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