Requirements
Minimum 2+ years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel.
Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel.
MS Office
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance specialists and empanelling them as Independent Financial Distributors (IFD/ IFAs).
Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.).
Training and driving IFDs to achieve sales of financial products on ongoing basis.
The person should have valuable understanding of client (IFDs) needs in Primary market products.
Acquiring recent IFDs & advising them on primary market products.
Organising events to develop the Business of IFDs-Education.

📌 Executive /sr Executive /associate /senior Associate, Ifd Coimbatore
🏢 Quick Turtle
📍 Coimbatore