Relationship Manager IFA Channel

1. To meet and onboard new partners/sub-brokers for investing in Fixed Income and Mutual Funds. 2. Regular Sales Visit 3. Cold call to arrange meetings with potential partners/sub-brokers to prospects for new business 4. Respond to incoming mail and phone inquiries. **Required Skills**: **Desired Experience**: 1. Experience in selling financial products...

Role and ResponsibilitiesDevelop, implement strategy to achieve planned growth objectives for the IFA channelAcquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing processActivate IFAs thought regular knowledge sessions to empower them to build sizable AUMDevelop, execute and manage retail strategy and tactical business...

Channel Sales Manager (Channels to handle: IFAs, MFD and Wealth Management for investment product)Job Overview:In order to expand our sales footprint, we are looking to recruit Channel Sales Managers across locations like Ahmedabad, Vadodara, Surat Rajkot & Mumbai. These channel sales managers will source distribution partners who in turn gets us investors...

Job Description Roles and Responsibilities: - Achieve given AUM and Revenue targets - Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance,...

Job Title:Cluster HeadReporting To:Regional Head – MFDLocation:Ludhiana ( oversee Ludhiana, Amritsar, Jalandhar, Bhatinda, Patiala)Qualifications & Experience:· Graduate/Post Graduate in any discipline (MBA preferred).· 7–13 years of experience in mutual fund sales or distribution management, preferably handling the MFD/IFA channel.· Strong knowledge...

1) 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...

Locations: Mumbai- Lucknow- Indore- Patna- Jaipur- Kolkata- Bangalore- PunePosition: Sr. Relationship ManagerExperience- 2 + yearsCtc- upto 9 lpaWorking Days- 6 daysJob Responsibilities:Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI families across the state and cities.A good working relationship with IFA's is extremely...

Job Title: Cluster HeadReporting To: Regional Head – MFDLocation: Ludhiana ( oversee Ludhiana, Amritsar, Jalandhar, Bhatinda, Patiala)Qualifications & Experience:· Graduate/Post Graduate in any discipline (MBA preferred).· 7–13 years of experience in mutual fund sales or distribution management, preferably handling the MFD/IFA channel.· Strong...

Job Title: Cluster HeadReporting To: Regional Head – MFDLocation: Ludhiana ( oversee Ludhiana, Amritsar, Jalandhar, Bhatinda, Patiala)Qualifications & Experience:· Graduate/Post Graduate in any discipline (MBA preferred).· 7–13 years of experience in mutual fund sales or distribution management, preferably handling the MFD/IFA channel.· Strong...

Job Title: Cluster HeadReporting To: Regional Head – MFDLocation: Ludhiana ( oversee Ludhiana, Amritsar, Jalandhar, Bhatinda, Patiala)Qualifications & Experience:· Graduate/Post Graduate in any discipline (MBA preferred).· 7–13 years of experience in mutual fund sales or distribution management, preferably handling the MFD/IFA channel.· Strong...