Summary : -
Passion for channel business, relationships and qualitative value addition in business
IFA’s and their clients, competition, other stakeholders
ROLES & RESPONSIBILITIES: -
- Empanelment of IFAs based on Eligibility criteria designed by the company.
- Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the
revenue target from the mapped IFA’s
- Providing continuous support to the IFAs on day on day
- Drive IFA Engagement process
- Timely Resolution of IFA’s queries
- To research, investigate and update themselves on available investment
opportunities/financial market trend to determine whether they fit into clients
portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking
investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business
development activity.
JOB SPECIFICATIONS REQUIRED:
Qualifications: -
An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial
planning/Wealth Management. Other qualifications like CFP will be an advantage.
Desired Skill Set:
- Ability to inspire trust and confidence in clients.
- Ability to engage clients in meaningful conversations about their finances and take
active interest in their financial well being.
- A thorough understanding of financial markets, their behavior, movements and
expectations with respect to market.
- Ability to process several inputs provided by research team and other sources and apply
them to the specific context of several clients – thus generating insights for clients
- Good oral and written communication skills with clarity of thought, speech and
expression
- Valuable interpersonal skills
- G