Freelance IFA Acquistion Manager / Financial Services (Mumbai)

Freelance IFA Acquistion Manager / Financial Services (Mumbai)

20 Aug
|
Viventaz
|
Mumbai

20 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 new IFAs/MFDs
- Strong relationship-management and communication skills
- Experience conducting advisor meetings, webinars and presentations
- Understanding of investment products, particularly fixed-income products/bonds, is preferred
- Self-driven and comfortable working against clearly defined acquisition targets
- Ability to work independently on a freelance/contract basis

Preferred Background

Professionals currently or previously associated with:

AMC IFA Channel | Wealth Management | Broking | Fixed Income/Bonds | Financial Product Distribution | Fintech | Investment Platforms

Compensation

We are open to a Retainer + Performance-Based Incentive structure.

Additional incentives can be linked to successfully onboarded and activated advisor partners.

Important

This is not a regular telecalling position.

We are specifically looking for experienced professionals who understand the IFA/MFD distribution ecosystem and can independently build advisor relationships and develop a quality partner network.

Interested?

Please DM with

1. Current/previous organization and designation
2. Total experience in the IFA/MFD channel

3. Cities/regions covered
4. Approximate size of IFA/MFD network managed in previous roles
5. Average new IFA onboardings achieved per month
6. Availability for a 60-day freelance assignment
7. Expected retainer + performance incentive

Immediate requirement | Pan-India prospect | Performance-based long-term association possible #IFA #MFD #FinancialAdvisor #WealthManagement #IFAChannel #ChannelSales #FixedIncome #Bonds #FinancialServices #FreelanceJobs #BusinessDevelopment #WealthManagementJobs #IFAAcquisition**

📌 Freelance IFA Acquistion Manager / Financial Services (Mumbai)
🏢 Viventaz
📍 Mumbai

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