11 Sep
|
Axis Securities
|
Mumbai
11 Sep
Axis Securities
Mumbai
Location: Mumbai, Bengluru, Ahmedabad, Kolkatta
Key Responsibilities:
- Acquire New IFA: The primary responsibility of the role is to identify and recruit recent IFAs to meet the set AUM target. This will involve strategic planning, networking, and building strong relationships within the financial advisor community
- Paperwork and Agreement Registration: You will be responsible for ensuring all the paperwork for the newly acquired IFAs is completed, including the referral agreement registration
- IFA Training: Regularly visit the mapped IFA at pre-defined frequencies, ensuring they are well versed with all our products, processes, and any third-party Portfolio Management Services (PMS), if applicable
- New IFA Handholding: Provide adequate support and guidance to new IFAs to ensure smooth business operations with Axis Securities Ltd
- Cross-Selling: Train IFAs to cross-sell AUM products of Axis Securities Ltd.
Work on the existing franchisee network of ASL in the pre-defined territory to cross-sell AUM products
- Minimum of 4-5 years of experience in a similar role with a strong focus on IFA acquisition
- Strong understanding of financial products, services, and the ability to educate others
- Exceptional interpersonal and communication skills to establish and nurture important relationships with new and existing IFAs
- Excellent strategic planning and execution skills
- Ability to travel frequently within the region. This role is an excellent opportunity to further your career in finance and gain exposure to a wide range of financial products and services. We look forward to receiving your application
📌 Regional Head (Mumbai)
🏢 Axis Securities
📍 Mumbai