19 Aug
|
Viventaz
|
Mumbai
We’re Hiring: Freelance IFA Acquisition Manager | Financial Services
We are looking for an experienced Freelance IFA Acquisition Manager / IFA Channel Manager to help us build and expand our network of Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Wealth Advisors and other suitable financial intermediaries.
Role: Freelance IFA Acquisition & Channel Development Manager
Engagement: Freelance / Contract
Duration: Initial 1–2 months, extendable based on performance
Location: Remote / Pan India
Compensation: Retainer + attractive performance-linked incentives
Key Responsibilities
* Identify and approach potential IFAs, MFDs and Wealth Advisors
* Develop and expand our IFA/Advisor partner network
* Present our company’s Advisor Partnership Program
* Conduct online meetings and group presentations with interested advisors
* Convert interested advisors into registered/onboarded partners
* Coordinate documentation and onboarding with our operations team
* Conduct initial orientation and support advisor activation
* Build and maintain relationships with onboarded advisors
* Generate advisor leads through professional networking, referrals and other legitimate sources
* Organize online webinars/advisor meets where required
* Maintain a structured pipeline and provide weekly progress reports
Initial Target
30–40 quality IFA/MFD onboardings within 60 days.
Quality and genuine engagement will be prioritized over simply achieving registration numbers.
Ideal Candidate
* 3–8+ years of experience in IFA/MFD channel acquisition, wealth management, AMC, broking, fixed income, financial-product distribution or related financial services
* Existing professional relationships within the IFA/MFD/wealth-advisor ecosystem
* Demonstrated experience acquiring and onboarding recent IFAs/MFDs
* Strong relationship-management and communication skills
* Experience conducting advisor meetings, webinars and presentations
* Understan
📌 Freelance IFA Acquistion Manager (Mumbai)
🏢 Viventaz
📍 Mumbai