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 IFAs
- Providing continuous support to the IFAs on day on day
- Drive IFA Engagement process
- Timely Resolution of IFAs 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 activities. 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.
📌 Walk-in || Area Manager IFA (Bengaluru)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Bengaluru
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