Role & responsibilities

- Acquire recent IFA partners and onboard them.
- Manage and strengthen relationships with existing IFAs.
- Drive Mutual Fund, SIP, and other investment product sales through the IFA channel.
- Achieve AUM, SIP, revenue, and activation targets.
- Conduct regular meetings, product presentations, and training sessions for IFAs.
- Identify business opportunities and increase wallet share from existing partners.
- Ensure timely resolution of partner queries and provide end-to-end support.
- Coordinate with internal teams for smooth operations and service delivery.
- Maintain accurate records, MIS, and ensure compliance with regulatory guidelines.
- Track market trends and competitor activities to identify growth opportunities.

Preferred candidate profile

- Graduate/Postgraduate in any discipline.
- NISM V-A (Mutual Fund) Certification preferred.
- 28 years of experience in the IFA/AMC/Broking/Financial Services industry.
- Experience in Mutual Fund sales and IFA relationship management is preferred.

📌 IFA RM (Gujarat)
🏢 DSP Eminence
📍 Gujarat