- 2+ years sales experience in investment products via IFDs/IFAs with strong market and indirect channel knowledge
- Identify and empanel financial professionals as IFDs, train them on digital platforms and primary market products, drive sales, and organize business development events
Responsibilities
- Identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals 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 an ongoing basis.
- The person should have good 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.
- IT Skills: MS Office.
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.