Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products.
Key Deliverables
Achieve given AUM and Revenue targets
Maintain relationships with the existing network of IFAs
Recruit potential current IFAs
Manage, recruit and drive the sales team for meeting efforts and performance targets.
Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars
Build up team as per defined organization structure
Preferred candidate profile
Role Requirements
Educational Qualifications: Post Graduate
Experience: 3+ Years in sales of investment products through IFA channel.
Team handling experience: Recommended
Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
IT Skills: MS Office and Business Intelligence Applications
📌 Area Manager Ifa Mumbai
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai
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