Strategic Business Partner

3 days ago

Indore, Madhya Pradesh, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000

Job Overview

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  • We are seeking a skilled IFA Relationship Manager to join our team.
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About the Role

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The IFA Relationship Manager will be responsible for building and maintaining strong relationships with Independent Financial Advisors (IFAs).

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Main Responsibilities:

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  • Relationship Building: Establish and maintain strong, professional relationships with IFAs, ensuring they feel valued and supported.
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  • Product Education: Educate and guide IFAs on our products and services, helping them understand their benefits and features.
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  • Sales Support: Provide timely support and solutions to help IFAs grow their business, meet targets, and overcome challenges.
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  • Performance Monitoring: Regularly monitor IFA sales performance, identifying areas for improvement and providing guidance.
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  • Query Resolution: Address queries and resolve issues faced by IFAs promptly, ensuring they have a positive experience.
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  • Market Updates: Share market updates and product knowledge regularly with IFAs, keeping them informed and up-to-date.
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  • Internal Coordination: Coordinate with internal teams to ensure smooth operations, effective communication, and seamless delivery of products and services.
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Requirements:

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To succeed in this role, you will need:

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  • Financial Services Experience: Proven experience in financial services, particularly with IFAs or wealth management.
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  • Product Knowledge: Good understanding of financial products like mutual funds, insurance, or investments.
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  • Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships and present complex information effectively.
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  • Independence and Target-Oriented: Ability to work independently, manage multiple priorities, and meet targets.
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  • Education: Bachelor's degree in finance, business, or related field preferred.
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Soft Skills:

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You will also possess:

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  • Proactivity and Customer Orientation: A proactive approach and customer-oriented mindset, always looking for ways to improve the customer experience.
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  • Presentation and Training Skills: Strong presentation and training skills, able to engage and educate IFAs on our products and services.
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  • Problem-Solving Mindset: A problem-solving mindset, with the ability to analyze complex situations and provide effective solutions.
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  • Relationship-Building Ability: Good relationship-building ability, with a focus on establishing trust and rapport with IFAs.
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