Cluster Head-IFA Investment Products

4 weeks ago


Sany, India Vitasta Consulting Pvt Ltd Full time


JobPurpose

Responsiblefor mentoring monitoring and driving the cluster sales team toachieve the sales numbers through IFA Channel. Engage with IFAsinfluence them to sell MF PMS PE AIF Unlisted Shares EquityAdvisory Products Insurance Direct Equity and Bonds through MOFSLplatform. Conduct seminars for the IFAs and their clients ondifferentproducts.

KeyDeliverables

  1. Achievegiven AUM and Revenuetargets
  2. Maintainrelationships with the existing network ofIFAs
  3. Recruitpotential newIFAs
  4. Managerecruit and drive the sales team for meeting efforts andperformancetargets.
  5. Ensurehighest servicing standard for IFAs in the areas of sales supportquery resolution product training and client seminars
  6. Buildup team as per defined organizationstructure



RoleRequirements

  • EducationalQualifications:PostGraduate
  • Experience:5 Years in sales of investment products through IFAchannel.
  • Teamhandling experience:Needed
  • DomainKnowledge:Understandingof market pulse trade knowledge understanding of the indirectchannel
  • ITSkills:MSOffice and Business IntelligenceApplications


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