IFA Sales Representative

20 hours ago


Delhi, Delhi, India Abakkus Asset Manager Private Limited Full time
Company Overview:
Abakkus Asset Manager Private Limited is an alpha-focused asset manager with a strong presence in public markets and private equity strategies. Our diverse offerings include Alternative Investment Funds across various categories, Portfolio Management Services, and Advisory Services for domestic and global investors.

About the Role:
We are seeking an experienced IFA Sales Specialist to expand our distribution network through strategic partnerships with Independent Financial Advisors (IFAs) and financial intermediaries. The ideal candidate will play a key role in driving the sales of PMS and AIF products by building and nurturing relationships with IFAs and their clients.

Key Responsibilities:
1. Business Development:
• Identify and onboard new IFAs and financial intermediaries to expand the distribution network.
• Generate leads for PMS and AIF products through existing and new relationships.

2. Sales Execution:
• Achieve sales targets for PMS and AIF products.
• Conduct client meetings, presentations, and portfolio reviews with IFAs and their clients.

3. Relationship Management:
• Build and maintain strong relationships with IFAs, wealth managers, and distribution partners.
• Provide timely support and product insights to ensure client satisfaction.

4. Product Expertise:
• Act as a subject matter expert on PMS and AIF offerings, staying updated on market trends and product features.
• Educate IFAs and their teams on product benefits, investment strategies, and performance.

5. Compliance and Reporting:
• Ensure adherence to regulatory guidelines and company policies.
• Prepare and share regular sales and performance reports with senior management.

Qualifications and Skills:
The ideal candidate should have 3-7 years of experience in sales or business development, preferably in wealth management, PMS, AIF, or mutual fund distribution. A Bachelor's degree in finance, Business Administration, or a related field is required, while an MBA or CFA is a plus. Strong communication, negotiation, and interpersonal skills are essential, along with the ability to work independently and manage multiple stakeholders. Proven track record of achieving sales targets is mandatory.
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