
Business Development Liaison
6 days ago
We are seeking a skilled professional to build and maintain strong relationships with Independent Financial Advisors (IFAs). As a key member of our team, you will be responsible for educating and guiding IFAs about our products and services, helping them grow their business by providing timely support and solutions.
- Main Accountabilities:
- Educate and guide IFAs about our products and services
- Help IFAs grow their business by providing timely support and solutions
- Monitor IFA sales performance and help them meet targets
- Address queries and resolve issues faced by IFAs promptly
- Share market updates and product knowledge regularly with IFAs
- Coordinate with internal teams to ensure smooth operations
To succeed in this role, you will need:
- Fundamental Requirements:
- Experience in financial services, especially with IFAs or wealth management
- Good understanding of financial products like mutual funds, insurance, or investments
- Excellent communication and interpersonal skills
- Ability to work independently and meet targets
- Bachelor's degree in finance, business, or related field preferred
The ideal candidate will possess the following soft skills:
- Key Competencies:
- Proactive and customer-oriented
- Strong presentation and training skills
- Problem-solving mindset
- Good relationship-building ability
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