Avp– Independent Financial Advisor

2 weeks ago

Rajkot, Gujarat, India RECEX Full time

Description AVP Independent Financial Advisor IFA Location Ahmedabad Reporting To Director Employment Type Full-Time Key Responsibilities 1 Strategic Planning and Leadership Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor IFA channel Set and monitor sales targets KPIs and budgets for the IFA sales team Identify and capitalize on new business opportunities to expand the IFA network Provide strategic insights and recommendations to senior management for scaling the business 2 Relationship Management Build and nurture strong relationships with IFAs to ensure high engagement and retention Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration Conduct regular meetings training and workshops to keep IFAs updated about products and services 3 Sales and Business Development Drive B2B sales by onboarding and activating high-performing IFAs Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment Analyze markettrends competition and clientfeedback to identify gaps and opportunities 4 Compliance and Reporting Ensure adherence to regulatory guidelines and organizational policies in all sales activities Prepare and present periodic sales reports forecasts and performance analyses to the management Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes Qualifications and Skills Required Bachelors Masters degree in Business Administration Finance or a related field Minimum 8 years of experience in B2B sales in wealth management industry Proven track record of managing and growing the IFA network Strong understanding of financial products including mutual funds insurance and portfolio management services Excellent communication negotiation and relationship-building skills Proficiency in using CRM tools MS Office and data analytics software Strategic thinker with strong leadership and team management capabilities Key Competencies Goal-oriented and results-driven approach Ability to manage multiple priorities and thrive in a fast-paced environment Strong problem-solving and decision-making skills Adaptability and willingness to embrace change

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