21 Aug
|
Sankhyana Consultancy Services
|
Hyderabad
21 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 dynamic 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 cooperative spirit
Pay: ₹300,000.00 - ₹700,000.00 per year
Work Location: In person
📌 IFD sales (Hyderabad)
🏢 Sankhyana Consultancy Services
📍 Hyderabad