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 prospects/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 (India)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 India
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