12 Nov
|
Sankhyana Consultancy Services
|
Hyderabad
12 Nov
Sankhyana Consultancy Services
Hyderabad
Please find the JD below Job Role: IFD Sales Experience: 2-5 years Location: lucknow, varanasi, chennai, hyderabad, ahmedabad, madurai, kochi, pune, surat, indore, vadodara, bhopal Education: Graduate Role Overview: We are seeking dynamic professionals to contribute to the business development of the IFDG channel, focusing on expanding the IFD base and advising them on primary market products. Function / Department: Retail Wealth IFD Reporting To: Branch Head / Cluster Head Designation Levels: Executive / Sr. Executive / Assistant Manager / Deputy Manager / Manager / Sr. Manager Key Responsibilities - Identify and empanel CAs, ex‑bankers, ex‑wealth advisors, insurance agents, and finance professionals as Independent Financial Distributors (IFDs). - Train newly empaneled IFDs on digital platforms and mobile apps for primary market products (MF, NFOs, IPOs, NCDs, bonds, corporate FDs, etc.). - Drive IFDs to achieve consistent sales of financial products.
- Understand client (IFD) needs and provide advisory support on primary market products. - Acquire new IFDs and organize events to strengthen business development. Competencies & Experience - 1.6 - 2+ years of experience in investment products (Mutual Funds, Fixed Deposits, Fixed Income, Life & General Insurance). - Strong understanding of IFA channel processes and empanelment. - Good connect with IFAs and service‑oriented mindset. - Excellent communication skills. - Prior experience in investment products (Mutual Funds, Fixed Income, Insurance). - NISM‑VA certification is mandatory. Personal Attributes - Dedicated and self‑driven. - Eager to learn and innovate. - Strong team player with team-oriented spirit Pay: ₹300,000.00 - ₹700,000.00 per year Work Location: In person
📌 Ifd Sales (Hyderabad)
🏢 Sankhyana Consultancy Services
📍 Hyderabad