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Business Development - IFA

Business Development - IFA

Liontree Hr Consultants

10 - 15 years

10 - 20 Lacs

Lucknow Delhi / NCR Mumbai (All Areas)

Posted:9 hours ago| Platform:

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Skills Required

Mutual Funds Sales Ifa Channel Financial Products Sales Investment team distribution distribution initiatives NISM Wealth Management PMS implement the distribution strategy Equity Sales distributor empanelment Equity Market aif

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Job Type

Full Time

Job Description

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

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Business Development - IFA

Lucknow, Delhi / NCR, Mumbai (All Areas)

10.0 - 15.0 yrs

INR 10 - 20 Lacs

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