Executive /ive /Associate /Senior Associate, IFD/ IFA Channel
4 weeks ago
- Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs)
- Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.)
- Training and driving IFDs to achieve sales of financial products on ongoing basis
- The person should have good understanding of client (IFDs) needs in Primary market products
- Acquiring new IFDs & advising them on primary market products
- Organising events to develop the Business of IFDs.
- Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services
- Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs,IFAs &Franchisee channel.
- Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
- IT Skills: MS Office and Business Intelligence Applications _
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Ahmedabad, Hyderabad, Mumbai, India QuickTurtle Full time ₹ 6,00,000 - ₹ 12,00,000 per yearExecutive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on...
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Bengaluru, Chennai, Mumbai, India QuickTurtle Full time US$ 60,000 - US$ 1,20,000 per yearRegional Head Independent Financial Distributor(IFD/ IFA) Channel -Secondary Bond & Fixed Income Securities1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures3) Sourcing of Secondary...
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Financial Business Development Associate
6 days ago
Mumbai, Hyderabad / Secunderabad, Telangana, Ahmedabad, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000Financial Business Development AssociateThe role of a Financial Business Development Associate is pivotal in fostering relationships with Independent Financial Distributors (IFDs) and Insurance agents. This includes identifying, enrolling, and training them to utilize our digital platform and Mobile app effectively.The IFDs are equipped with knowledge on...
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Chennai, Hyderabad, Mumbai, India Quick Turtle Full timeJob Description- Position - Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities- Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team- Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures-...
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Mumbai, Maharashtra, India QuickTurtle Full time ₹ 6,00,000 - ₹ 12,00,000 per year1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets...
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Associate - Ifd Sales
7 days ago
Mumbai, India Hagnos Marketing and Consulting Pvt Ltd Full time**Designation -** Associate / Senior Associate **Experience - **Min 1.5 years in investment product Sales (Broker & Sub broker experience is must) **Salary range**: - Upto 6 LPA + Incentives **Location**: - Mumbai, Pune, Ahmedabad, Mehsana, Surendra nagar, Rajkot, Jamnagar, Anand, Nadiad, Vapi, Valsad, Kolkata, Guwahati **Roles & Responsibilities -** -...
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Senior Financial Channel Manager
1 week ago
Hyderabad / Secunderabad, Telangana, Mumbai, Ahmedabad, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000Job OverviewWe are seeking a seasoned professional to lead our Independent Financial Distributors (IFD) channel.Key ResponsibilitiesIdentify and engage with Chartered Accountants, ex-bankers, ex-wealth advisors, insurance agents, and finance professionals to onboard them as IFDs.Train new IFDs on effectively using our digital platform and mobile app to...
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Ahmedabad, Gujarat, India QuickTurtle Full time ₹ 6,00,000 - ₹ 12,00,000 per year1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets...
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Senior Channel Head
1 week ago
Pune, Mumbai, Ahmedabad, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000Role Summary:Seeking a seasoned leader to spearhead the Independent Financial Distributor (IFD/IFA) Channel for Secondary Bonds and Fixed Income Securities. The ideal candidate will have extensive experience in this domain, a proven track record of achieving sales targets, and a deep understanding of the B2B channel.Key ResponsibilitiesAchieve planned annual...
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Channel Development Manager
6 days ago
Ahmedabad, Mumbai, Hyderabad / Secunderabad, Telangana, India beBeeFinanceSpecialist Full time**Job Opportunity:**">We are seeking a skilled professional to join our team as a Channel Development Manager.">**Job Description:">This role involves identifying and onboarding Independent Financial Distributors (IFDs) and Insurance Agents, and providing them with knowledge on primary market products.The successful candidate will be responsible for training...
