Sr. Relationship Manager-IFA

Role OverviewWe are seeking a dynamic and result-oriented Virtual Relationship Manager to join our team. The role involves engaging with potential partners, generating leads, and acquiring Independent Financial Advisors (IFAs). The ideal candidate should have prior experience in sales/relationship management, with excellent communication and networking...

1) Achieve given AUM and Revenue targets2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel.3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products,...

Job DescriptionTitle: Relationship ManagerLocation: MumbaiWork Experience: 4+ years of experienceCompany OverviewInCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products, Value Plus offers an array of options,...

Sound knowledge of markets and various financial products with ability to present Product briefing to MFDs and IFAs Handling sales through Multi channels Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with new and the existing distributors in the respective location ...

Understanding of investment products -mutual funds, PMS and AIF, excellent communication skills,adept at building relationships with clients and distributors. Onboard and manage relationships with channel partners, distributors, IFAs, wealth managers

Working Days: Monday to Friday Role Overview: We are seeking a dynamic professional to drive B2B sales of our Portfolio Management Services (PMS). The role focuses on building and managing strong relationships with Wealth Managers, IFAs, RIAs, and Distribution Partners, ensuring deeper market penetration and higher business volumes for PMS. Key...

CentricityJob Title:Branch ManagerLocation:Madurai, Trichy, Mangalore, and MysoreKey Requirements:Graduates in any background or higher degree should have very good demographic understanding and strong relationship with IFAs / CAs and knowledge about Finance Industry in the assigned geography and grab the opportunity to develop business. He / She should have...

Sr. Wealth Relationship Manager :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.5+ years of experience in Wealth Management -RM/Financial Planning/ProductKey Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right...

Proactive engagement with a qualified base of IFAs (B2B) Partners & Direct Customers(B2C) Through Tele sales and Virtual Engagement for Peer-to-Peer wealth ProductDirect engagement thru virtual meetings, one on one calls, webinars to build B2B Channel &customer baseAcquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from...

Roles and Responsibility:Engage IFAs on regular basis over the phone to assist them on the query they raised.Coordinate with internal team members to resolve IFAs queries.Increase usage of platform by engaging IFAs on frequent basis.Update IFAs on new features / recent changes in the program.Engage IFAs regularly over the phone.Ensure high level quality...