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Motilal Oswal Financial Services (MOFSL)
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Area Manager IFA (Independent Financial Advisor) Pune

Area Manager IFA (Independent Financial Advisor) Pune

Motilal Oswal Financial Services (MOFSL)

3 - 8 years

3 - 5 Lacs

Pune

Posted:5 months ago| Platform:

Apply

Skills Required

Portfolio Management Services Ifa Channel PMS Mutual Funds Alternative Investments Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel Preferred Individual Contributor IT Skills: MS Office and Business Intelligence Applications & responsibilities

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Motilal Oswal Financial Services (MOFSL)

Financial Services

Mumbai Maharashtra

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Area Manager IFA (Independent Financial Advisor) Pune