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Motilal Oswal Financial Services (MOFSL) logo

Cluster Head IFA Investment Products Patna

5 - 10 years

8 - 10 Lacs

Patna

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

Ifa Channel Wealth Management Mutual Funds Portfolio Management Services PMS Alternative Investments MF Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, 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 Build up team as per defined organization structure Preferred Candidate profile Educational Qualifications: Post Graduate Experience: 5+ Years in sales of investment products through IFA channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Candidates from NJ Wealth & Prudence Broking Services will be Preferred.

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Motilal Oswal Financial Services (MOFSL)
Motilal Oswal Financial Services (MOFSL)
www.motilaloswalgroup.com

Financial Services

Mumbai Maharashtra

10001 Employees

191 Jobs

    Key People

  • Ramdeo Agrawal

    Co-Founder & Chairman

  • Motilal Oswal

    Co-Founder & Managing Director

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