1. ies:Strategic Planning and Leaders
- hip:Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) chan
- nel.Identify and capitalize on new business opportunities to expand the IFA netw
- ork.Provide strategic insights and recommendations to senior management for scaling the busin
1. ess.Relationship Managem
- ent:Build and nurture robust relationships with IFAs to ensure high engagement and retent
- ion.Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaborat
- ion.Conduct regular meetings, training, and workshops to keep IFAs updated about products and servi
1. ces.Sales and Business Developm
- ent:B2B sales by onboarding and activating high-performing I
- FAs.Collaborate with the product and marketing teams to design value propositions tailored for the IFA segm
- ent.Analyze market trends, competition, and client feedback to identify gaps and opportunit
1. ies.Compliance and Report
- ing:Ensure adherence to regulatory guidelines and organizational policies in all sales activit
- ies.Prepare and present periodic sales reports, forecasts, and performance analyses to the managem
- ent.Collaborate with compliance teams to ensure IFAs follow all necessary regulations and proces
ses.Qualifications and Skills Requi
- red:Bachelor’s/Master’s degree in Business Administration, Finance, or a related fi
- eld.Minimum 2 years of experience in B2B sales, in wealth management indus
- try.Proven track record of managing and growing the IFA netw
- ork.Strong understanding of financial products, including mutual funds, insurance, and portfolio management servi
- ces.Excellent communication, negotiation, and relationship-building ski
- lls.Proficiency in using CRM