Key Responsibilit
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 recent business prospects to expand the IFA netw
ork.Provide strategic insights and recommendations to senior management for scaling the busin
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
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
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