Role & responsibilities
- Acquire New IFA to achieve set AUM target
- Ensure all the paper work for the IFA acquired is done including Referral Agreement registration
- Visit IFA mapped at Pre-Defined frequency and ensure that he is well trained in all Axis Products and processes and cross sell any third Party PMS if any
- Ensure proper hand holding is done for new IFAs to ensure that he can smoothly excel the business with Axis Securities Ltd.
- Training of the IFAs to cross sell AUM products of ASL
- Working on the existing Franchisee network of ASL in pre-defined territory to cross sell AUM products
Preferred candidate profile
- Graduate / Post Graduate in any stream
- NISM Certification preferred
- Outstanding Interpersonal skills should be confident and have high energy levels
- Proven years of Work Experience in same or related field
Interested candidates please share your resumes to
[email protected]
📌 IFA- Independent Financial Advisor (Visakhapatnam)
🏢 Axis Direct
📍 Visakhapatnam