Job Title: Branch Head IFD (Retail Wealth)

Company: JM Financial (www.jmfl.com)

Location: Ahmedabad, Hyderabad, Surat

Experience: 5-8 years in Mutual Funds, Fixed Income, Insurance, IFA/IFD channel empanelment & team handling

Department: Retail Wealth IFD (B2C focus)

Responsibilities:

- Lead branch as profit center head.
- Expand and retain branch team across location.
- Identify & empanel CAs, exbankers, wealth advisors, insurance agents, and finance professionals as IFDs.
- Train IFDs on digital platforms & mobile app for primary market products (MF, IPOs, NCDs, Bonds, Insurance, etc.).
- Drive IFDs to achieve sales targets on an ongoing basis.
- Acquire new IFDs and advise them on primary market products.
- Organize events to grow IFD business.

Skills & Competencies:





- Strong knowledge of investment products (Mutual Funds, Fixed Income, Insurance).
- Proven experience in IFA/IFD empanelment and channel management.
- Team leadership & business development skills.
- Excellent communication & relationship management.

Education & Certifications:

- Graduate / Post Graduate (mandatory).
- NISMVA certification (mandatory).
- IRDA certification (preferred).

Personal Attributes:

- Selfdriven, dedicated, innovative.
- Robust team player and leader by example.
- Eager to learn and adapt.

📌 IFD - Branch HEAD (Ahmedabad)
🏢 Sankhyana Consultancy Services
📍 Ahmedabad