- 2+ years experience in sales of investment products through IFDs, IFAs & Franchisee channels
- Identify and empanel financial professionals as IFDs, train them on digital platforms and primary market products, drive sales, acquire current IFDs, and organize business development events
Job Summary
Exp - 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel.
Responsibilities
- Identifying & Empanelling 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 ongoing basis
- The person should have good understanding of client (IFDs) needs in Primary market products
- Acquiring new IFDs & advising them on primary market products
- Organising events to develop the Business of IFDs-Education
Domain Knowledge
- Understanding of market pulse, trade knowledge, understanding of the indirect channel
IT Skills
- MS Office
📌 Executive /Sr. Executive /Associate /Sr. Associate IFD/ IFA Channel (Surat)
🏢 Quick Turtle
📍 Surat
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