:

Description:AVP– Independent Financial Advisor (IFA)

Location: Ahmedabad

Reporting To: Director

Employment Type: Full-Time

Key Responsibilities

- Strategic Planning and Leadership:
- Develop and execute the sales strategy to drive business growth through the

Independent Financial Advisor (IFA) channel.

- Set and monitor sales targets, KPIs, and budgets for the IFA sales team.
- Identify and capitalize on new business opportunities to expand the IFA network.
- Provide strategic insights and recommendations to senior management for scaling the business.
- Relationship Management:
- Build and nurture strong relationships with IFAs to ensure high engagement and retention.
- Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.
- Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.
- Sales and Business Development:
- Drive B2B sales by onboarding and activating high-performing IFAs.
- Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.
- Analyze markettrends, competition, and clientfeedback to identify gaps and opportunities.
- Compliance and Reporting:




- Ensure adherence to regulatory guidelines and organizational policies in all sales activities.
- Prepare and present periodic sales reports, forecasts, and performance analyses to the management.
- Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.

Qualifications and Skills Required

- Bachelor’s/Master’s degree in Business Administration, Finance, or a related field.
- Minimum 8 years of experience in B2B sales, in wealth management industry.
- Proven track record of managing and growing the IFA network.
- Strong understanding of financial products, including mutual funds, insurance, and portfolio management services.
- Excellent communication, negotiation, and relationship-building skills.
- Proficiency in using CRM tools, MS Office, and data analytics software.
- Strategic thinker with strong leadership and team management capabilities.

Key Competencies

- Goal-oriented and results-driven approach.
- Ability to manage multiple priorities and thrive in a fast-paced environment.
- Robust problem-solving and decision-making skills.
- Adaptability and willingness to embrace change.

📌 AVP– Independent Financial Advisor (IFA) (Ahmedabad)
🏢 RECEX
📍 Ahmedabad