Retail Wealth IFD

1 month ago


Mumbai, India Infihire Full time
Job Responsibilities
  • Therole involves identifying & empaneling CAsEx
Bankers ExWealth AdvisorsInsurance agents andFinance professionalsand empaneling them asIndependent FinancialDistributors with JMFinancial.
  • Training new empaneledIFDs to effectively usedigital
platform and Mobile app forproviding Knowledge onPrimary MarketProducts (like MF NFO s IPO s NCDsCapitalMarkets products Bonds and CorporateFixedDepositsetc.).
  • Training and driving IFDs toachieve sales of financial
productson ongoing basis.
  • The person shouldhave good understanding ofclient
(IFDs) needs in Primarymarket products.
  • Acquiring new IFDs& advising them on primarymarket
products.
  • Organisingevents to develop the Business ofIFDs.

mutual funds,independentfinancial advice,revenue


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