Business Manager - IFA Are you ready to take your career in the financial services industry to new heights We are seeking a agile and results-driven Business Manager for our Independent Financial Advisor (IFA) division in Bhopal. In this pivotal role, you will be at the forefront of promoting our diverse product line of mutual funds and financial assets. This is an exciting opportunity for an ambitious professional with a passion for sales and client relationship management to make a significant impact in the BFSI sector.
What Youll Do
- Promoting and upselling our comprehensive range of mutual fund products through B2B sales initiatives.
- Generating fresh leads and acquiring new clients, leveraging references to expand our clientele base.
- Targeting High Net Worth Individuals (HNI) by identifying affluent and super-affluent client segments for new client acquisition and asset under management (AUM) generation.
- Achieving assigned business targets related to the upselling of mutual fund products while enhancing and upgrading client net worth relationships.




- Developing and maintaining long-term relationships with channel partners, serving as the primary point of contact for assigned clients.
- Executing a monthly sales plan to acquire new clients and ensuring consistent communication with all mapped clients through regular weekly and monthly calls.
What Were Looking For
- A proven track record of 3 to 15 years of experience in the financial services sector, with a focus on sales and client relationship management.
- Strong knowledge of mutual funds and financial assets, coupled with a passion for promoting financial products.
- Exceptional communication and interpersonal skills, allowing you to build and maintain relationships with clients and partners effectively.
- A results-oriented mindset with the ability to meet and exceed business targets.
- A proactive approach to lead generation and client acquisition, demonstrating creativity and resourcefulness in yo

📌 Business Manager-IFA (Bhopal)
🏢 Rekrut India
📍 Bhopal