Role: Cluster Head- IFA Channel

Location: Delhi

CTC: Up to 20 LPA

Experience: 10+ yrs. in IFA/Sub-Broker sales with team management

Industry: Financial Services/ Broking

Education: Graduation/PG

Grade: AVP/DVP/VP

Job Description:

We are looking for an experienced Cluster Head to lead and expand the Independent Financial Distributor (IFD) business across the North region. The role is responsible for driving business growth, managing P&L;, expanding the distributor network, building and leading high-performing teams, and increasing sales of investment products through the IFD channel.

Key Responsibilities:
- Own the cluster's Profit & Loss (P&L;) and drive overall business performance.
- Develop and execute business expansion strategies across assigned territories.
- Identify and onboard Independent Financial Distributors (IFDs), including:
- Chartered Accountants (CAs)
- Ex-Bankers
- Wealth Advisors
- Insurance Advisors
- Finance Professionals
- Build strong relationships with IFDs and support their business growth.
- Promote investment products including:
- Mutual Funds




- IPOs
- NFOs
- Bonds
- NCDs
- Corporate Fixed Deposits
- Capital Market Products
- Drive sales productivity through regular engagement, training and business development initiatives.
- Lead, mentor and develop the cluster team while ensuring high productivity and retention.
- Train IFDs on digital platforms and mobile applications to enhance customer experience.
- Organise investor meets, distributor engagement programs and business development events.
- Identify new business opportunities and strengthen brand presence in assigned markets.
- Monitor competition, market trends and product performance to maximise business opportunities.

Required Skills & Qualifications:
- 10-12+ years of experience in Wealth Management or Financial Services.
- Robust exposure to:
- Mutual Funds
- Fixed Income Products
- Life Insurance
- General Insurance
- Experience managing a P&L.;
- Proven experience in lead

📌 Cluster Head- IFA/ Sub Broker Channel (Delhi)
🏢 Skywings Advisors
📍 Delhi