Cluster Head IFA Investment Products Kolkata

2 weeks ago


Kolkata, West Bengal, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Job Purpose

Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products.

Role & Responsibilities

1. Achieve given AUM and Revenue targets

2. Maintain relationships with the existing network of IFAs

3. Recruit potential new IFAs

4. Manage, recruit and drive the sales team for meeting efforts and performance targets.

5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure

Preferred Candidate profile

  • Educational Qualifications: Post Graduate
  • Experience: 5+ Years in sales of investment products through IFA channel.
  • Team handling experience: Needed
  • Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel

IT Skills: MS Office and Business Intelligence Applications

Candidates from NJ Wealth & Prudence Broking Services will be Preferred.



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