Profile: Manager / Sr. Manager - Independent Financial

Experience

- 2 years

Location-Hyderabad, Pune, Bangalore, Lucknow.

Ctc

- upto 7 Lpa (Depends on interview)

Working Days

- 6 days

Reporting To :National Head

Key Responsibilities :

- Strategic Planning and Leadership :

- Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.

- Identify and capitalize on new business opportunities to expand the IFA network.

- Provide strategic insights and recommendations to senior management for scaling the business.

- Relationship Management :

- Build and nurture robust relationships with IFAs to ensure high engagement and retention.

- Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.

- Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.

- Sales and Business Development :

- B2B sales by onboarding and activating high-performing IFAs.

- Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.

- Analyze market trends, competition, and client feedback to identify gaps and opportunities.

- Compliance and Reporting :

- Ensure adherence to regulatory guidelines and organizational policies in all sales activities.

- Prepare and present periodic sales reports, forecasts, and performance analyses to the management.

- Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.

Qualifications and Skills Required :

- Bachelor’s/Master’s degree in Business Administration, Finance, or a related field.
- Minimum 2 years of experience in B2B sales, in wealth management industry.




- Proven track record of managing and growing the IFA network.
- Strong understanding of financial products, including mutual funds, insurance, and portfolio management services.
- Excellent communication, negotiation, and relationship-building skills.
- Proficiency in using CRM tools, MS Office, and data analytics software.
- Strategic thinker with strong leadership and team management capabilities.

Key Competencies :

- Goal-oriented and results-driven approach.
- Ability to manage multiple priorities and thrive in a fast-paced environment.
- Strong problem-solving and decision-making skills.
- Adaptability and willingness to embrace change.

Interview Mode

- Virtual/ F2F

Gender Preference - Male /Female Both

Mutual fund sales,ifa channel, b2b sales,channel distribution,relationship manager,wealth manager,

Maximum notice 30 days only

Fill in your details. (mandatory) Name:

- Contact no:

- Qualification:

- current location:

- current organization name:

- Experience:

- Current CTC:

- Expected CTC:

- Notice Period:

- Negotiable Notice Period:

- Willing to Relocate:

- Are you available for an F2F Interview location ? If you are interested, send me all details with your updated CV. Thanks & Regards

Rani Gupta

Recruitment Manager Mob-(phone hidden)

Job Types : Full-time, Permanent

Pay: ₹217,232.16 - ₹671,484.82 per year

Application Question(s):

- Do you have experience in Mutual Fund / Wealth Management sales?
- Which company are you currently working with?
- what is your NP ?
- What is your CTC ?
- What is your Expected cTc ?
- Are you available for an F2F Interview location ?

Experience :

- How many IFAs are you currently managing? : 2 years (required)

Work Location: In person

📌 Independent Financial Adviser (Lucknow)
🏢 Orbitouch Outsourcing Private
📍 Lucknow