80 Ifa Channel Jobs

You will be responsible for P&L and Drive AUM growth and business expansion across IFAs, Banks, and National Distributors

Key Responsibilities: Drive acquisition of new B2B partners across IFA channels, national distributors, stockbrokers, and wealth firms. Deepen relationships with existing partners to enhance engagement and increase wallet share. Manage and scale a large client portfolio, focusing on Fixed Income and alternate investment products. Generate investment inflows from assigned partner channels. Conduct regular product training sessions for partners and clients on investment products such as Bonds and similar instruments. Manage overall sales and revenue targets in the Western zone. Lead, coach, and manage a team of 7-10 high-performing Relationship Managers. Execute strategic initiatives, includin...

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) 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.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

You will be responsible for P&L and Drive AUM growth and business expansion across IFAs, Banks, and National Distributors

The role involves identifying & empaneling CAs, ExBankers, Ex-Wealth Advisors, Insurance agents and Finance professionals them as Independent Financial Distributors with our client, Products (like MF, NFO’s, IPO’s, NCDs, Capital Markets ,etc.)

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Mutual Funds B2B Sales (Mumbai) Job Location: Mumbai,Maharashtra Experience Required: 3 to 8years CTC Offered: Up to 15LPA Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-info...

Responsibility : Ensure Position Manager/Sr. Manager Experience 4+ Years Job Role - The key areas of responsibilities are as follows: - Increase AUM, Net Sales, and Market Share of AMC at the Branch - Channel management across IFAs, national distributors, and Banks - Team Management and development of subordinates - Ensure standards of customer service and compliance are met at the branch. - Monitoring the servicing of clients with regards to their payments, redemptions, and specific queries. - Knowledge and & Essential Skills: - Ability to think through & implement necessary strategies to insure healthy shares in the region - Relationship skills necessary to manage high end distributors & i...

Position Overview As an Independent Financial Distributor, you will play a key role in driving and scaling our IFA (Independent Financial Advisor) network. You will work closely with IFAs to grow assets under management (AUM), enable them with strong product knowledge, and ensure they deliver business excellence under the Axis Securities umbrella. Your efforts will impact both our reach and reputation in the market. Role & responsibilities Source and onboard new IFAs to achieve and exceed assigned AUM targets working across the West Zone, especially in Mumbai and Pune Manage smooth onboarding processes including formalizing referral agreements and registration Conduct regular, scheduled fiel...

Designation : Manager - IFA Channel - B2B Location : Kolkata Salary : Upto 10 Lacs Experience : Min 5 yrs exp in IFA Channel Candidates must be working in AMC / Mutual Funds Company Responsible for Sales for set of IFA's mapped Required Candidate profile Experience - Min 5 yrs experience in AMC(Asset Management Company) / Mutual Funds Co Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Bengaluru, Chennai, Hyderabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial produc...

You are being offered an opportunity to join as a Cluster head/SRM in the retail sales team at Surat location in the mutual fund/AMC industry with an experience range of 9-15 years. As a Cluster head/SRM, your role will involve handling regional distributors, building relationships with the IFA channel, and driving sales while ensuring high service standards. Key Responsibilities: - Increase sales (AUM) as per targets while coordinating, managing & monitoring the activities of individual channels in the assigned region - Focus on geographical expansion, increasing penetration & higher market share - Lead the sales function to ensure team members meet their sales targets individually and coll...

Designation: Area Relationship Manager IFA Channel Location: Ahmedabad / Vadodara Job Purpose: To manage and strengthen relationships with Independent Financial Advisors (IFAs) and drive mutual fund business through effective engagement, product knowledge, and distribution support. The role requires an experienced professional with deep understanding of mutual funds, IFAs, and ND’s, ensuring consistent business growth and client satisfaction. Key Responsibilities: Develop and manage strong relationships with Independent Financial Advisors (IFAs) and key channel partners. Drive sales and achieve business targets through the IFA channel. Conduct regular meetings, training sessions, and present...

Hiring for Area Sales Manager (MFD/IFA Channel) with Leading Asset Management Company (AMC)!!! Role : Area Sales Manager (MFD/IFA Channel) Experience : 4+ years in mutual fund sales - B2B Locations: Pune, Surat, Baroda , Kolkata Key Responsibilities: Build and maintain strong working relationships with Public Sector Banks across the region to ensure consistent business flow. Prospect, onboard, and guide Relationship Managers and Sales Officers within PSU banks to increase mutual fund penetration. Strategically influence senior stakeholders and decision-makers within banks to gain mindshare and drive business objectives. Engage consultatively with Branch Managers, Senior RMs, and Regional Hea...

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Delhi, Mumbai, Ahmedabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial products Ma...

To Bulild relationships with Independent Financial Advisors (IFAs), driving sales and achieving targets. Key responsibilities include: building strong partnerships, providing product knowledge, and developing strategies to maximize business growth. Required Candidate profile Proven track record of developin strong relationships with IFA, achieving sales targets, & providing expert financial advice. Skilled in portfolio management, investment planning & wealth management.

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

This role would be contributing in terms of business development of IFDG channel . Expansion of IFD base & advising them on primary market products. This position would be based at Nellore & managing locations like Vijaywada ,Guntur & coastal Andhra belt Role & responsibilities The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial Training new empaneled 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, et...

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.co...

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) 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.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

Assistant Manager / Manager Channel Sales Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies. Job Title: Assistant Manager / Manager – Channel Sales Department: Asset Management Experience: Minimum 2 years Education: Graduation / PGDM / MMS Best in in...

Increase AUM, Net Sales, and Market Share at the Branch Channel management across IFA’s, national distributors, and Banks Team Management and development of sub - ordinates

You will be responsible for P&L and Drive AUM growth and business expansion across IFAs, Banks, and National Distributors

We are seeking a results-driven Relationship Executive to join our sales team. In this role, you will be responsible for onboarding, managing and supporting our Independent Financial Advisors (IFAs) as well as existing clients for all our products.

Roles & Responsibilities Coverage Meeting distribution fraternity in micro markets and creating brand visibility Product Empanelment Onboarding and product launch Training and mentorship of distributor team Client meetings with distribution partners Documentation and closure Build the company’s distribution initiatives and relationships with key distributors Engage in increasing market share & visibility amongst select key distributors and manage new distributor empanelment. Take calls with distributors 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, distributor’s...