The ideal candidate will be responsible for gaining a deep understanding of the mutual fund industry's business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our ifa and analyzing their clients' data. Essentially, you will act as the main point of contact for our ifa.
Responsibilities
- Dialogue with our partners to understand their business objectives and challenges
- Prospect for recent sales leads and close sales
- manage relationship with partners/ifa
- generate prospect lead for recruite ifa
Qualifications
- 0-3 years' of ifa relationship experience
- Ability to manage multiple tasks and ifa
- Strong communication and interpersonal skills