05 Oct
|
Kotak Securities (KSL)
|
Chandigarh
05 Oct
Kotak Securities (KSL)
Chandigarh
Identify and acquire current Independent Financial Advisors (IFAs) to expand the distribution network.
Build and maintain robust relationships with IFAs to drive consistent mutual fund sales.
Conduct regular meetings, training sessions, and product updates for IFAs to enhance engagement and knowledge.
Achieve sales targets through IFAs by offering product solutions and business development support.
Ensure proper documentation and compliance during IFA onboarding and transactions.
Monitor performance metrics, track IFA productivity, and ensure timely issue resolution.
Coordinate with internal teams to provide operational and service support to IFAs.
Stay updated with regulatory changes, market trends, and competitor strategies.
📌 Team Member Kcp Ifa Chandigarh
🏢 Kotak Securities (KSL)
📍 Chandigarh