Job Description

Role Designation: Area Manager IFA Investment Products
Department: Sales
Function: Sales
Location: Pan India
Reporting To: Cluster Manager

Job Purpose

Responsible for mentoring, monitoring, and driving the area sales team to achieve sales targets through the IFA (Independent Financial Advisor) channel. Build strong relationships with IFAs and influence them to promote investment products such as Mutual Funds, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity, and Bonds. Conduct product seminars and investor awareness sessions for IFAs and their clients.

Key Responsibilities

- Achieve assigned AUM and revenue targets.
- Maintain strong relationships with the existing network of IFAs.
- Identify and onboard new IFAs.
- Recruit, manage, mentor, and drive the sales team to achieve performance and business targets.




- Ensure high service standards by providing sales support, resolving queries, conducting product training, and organizing client seminars.
- Build and strengthen the team as per the defined organizational structure.

Eligibility Criteria

- Education: Post Graduate.
- Experience: Minimum 3+ years of experience in sales of investment products through the IFA channel.
- Team Handling: Preferred.
- Domain Knowledge: Valuable understanding of investment products, market trends, sales through indirect channels, and the overall market ecosystem.
- Technical Skills: Proficiency in MS Office and Business Intelligence applications.

📌 Area Manager (Chandigarh)
🏢 Spotshine Consulting Delhi
📍 Chandigarh