19 Aug
|
Sankhyana Consultancy Services
|
Hyderabad
19 Aug
Sankhyana Consultancy Services
Hyderabad
Please find the JD below
Job Role: IFD Sales
Experience: 2-5 years
Location: lucknow, varanasi, chennai, hyderabad, ahmedabad, madurai, kochi, pune, surat, indore, vadodara, bhopal
Education: Graduate
Role Overview:
We are seeking agile professionals to contribute to the business development of the IFDG channel, focusing on expanding the IFD base and advising them on primary market products.
Function / Department: Retail Wealth IFD
Reporting To: Branch Head / Cluster Head
Designation Levels: Executive / Sr. Executive / Assistant Manager / Deputy Manager / Manager / Sr. Manager
Key Responsibilities
- Identify and empanel CAs, ex‑bankers, ex‑wealth advisors, insurance agents, and finance professionals as Independent Financial Distributors (IFDs).
- Train newly empaneled IFDs on digital platforms and mobile apps for primary market products (MF, NFOs, IPOs, NCDs, bonds, corporate FDs, etc.).
- Drive IFDs to achieve consistent sales of financial products.
- Understand client (IFD) needs and provide advisory support on primary market products.
- Acquire new IFDs and organize events to strengthen business development.
Competencies & Experience
- 1.6 - 2+ years of experience in investment products (Mutual Funds, Fixed Deposits, Fixed Income, Life & General Insurance).
- Strong understanding of IFA channel processes and empanelment.
- Good connect with IFAs and service‑oriented mindset.
- Excellent communication skills.
- Prior experience in investment products (Mutual Funds, Fixed Income, Insurance).
- NISM‑VA certification is mandatory.
Personal Attributes
- Dedicated and self‑driven.
- Eager to learn and innovate.
- Strong team player with collaborative spirit
Pay: ₹300,000.00 - ₹700,000.00 per year
Work Location: In person
📌 Ifd Sales (Hyderabad)
🏢 Sankhyana Consultancy Services
📍 Hyderabad