Passion for channel business, relationships and qualitative value addition in business
IFA’s and their clients, competition, other stakeholders
ROLES & RESPONSIBILITIES: –
Empanelment of IFAs based on Eligibility criteria designed by the company.
Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the
revenue target from the mapped IFA’s
Providing continuous support to the IFAs on day on day
Drive IFA Engagement process
Timely Resolution of IFA’s queries
To conduct and assist in organizing seminars, workshops and other business
For evaluation of vendors, negotiation of rates with selected IFA &
monitoring execution of the commissioned projects.
Managing a sales team in order to maximize sales revenue & meet or
exceed corporate-set goals.
Forecasting annual, quarterly & monthly goals.
Reviewing regional expenses & recommending improvements.
Collaborating with senior executives to establish & execute a goal for the
Planning, evaluating & optimizing operations to be efficient & cost
Ensuring company standards & procedures are followed.
Dealing with escalated customer issues, incident reports & legal actions.
JOB SPECIFICATIONS REQUIRED:
An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial
planning/Wealth Management. Other qualifications like CFP will be an advantage.
Desired Skill Set:
Ability to inspire trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finances and take
active interest in their financial wellbeing.
A thorough understanding of financial markets, their behavior, movements and
expectations with respect to market.
Ability to process several inputs provided by research team and other sources and apply
them to the specific context of several clients – thus generating insights for clients
Good oral and written communication skills with clarity of thought, speech and
Good interpersonal skills
Good Analytical Skills
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working
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