80 Ifa Channel Jobs - Page 3

Role & responsibilities IFA Acquisition: Identify and onboard new IFAs to achieve set Assets Under Management (AUM) targets. Onboarding Support: Ensure all necessary paperwork for new IFAs is completed, including Referral Agreement registration. Training & Development: Conduct training sessions for IFAs to enhance their understanding of Axis products and processes, and assist in cross-selling third-party Portfolio Management Services (PMS). Client Engagement: Regularly visit and support existing IFAs within a predefined territory to ensure smooth business operations and promote Axis Securities' offerings. Product Promotion: Actively promote and cross-sell Axis Securities' AUM products to IFA...

Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes an...

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 complet...

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 complet...

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 complet...

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 complet...

Overview: Finhaat Wealth is an integrated financial products distribution platform serving investors pan-India through its channel partners. Finhaat Wealth Relationship Manager is responsible for onboarding and nurturing strong, long-term relationships with Individual Partners (Financial Product Distributors/ ARN Holder). The role includes acquiring new Partners as well as managing existing Partner relationships, by offering high-quality engagement to empower Partners and enable product sales. Role & responsibilities Partner Acquisition & On-boarding Recruit existing ARN holders as Partners by presenting them the Finhaat Wealth proposition Identify & meet/e-meet the potential leads who are o...

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 complet...

Managing Peer to Peer NBFC Sales Heading the Regional B2B Sales Channel comprising IFAs and Distributors Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners

Managing Peer to Peer NBFC Sales Heading the Regional B2B Sales Channel comprising IFAs and Distributors Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners

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 ...

Hi, Urgent Opening - Relationship Manager - AMC - IFA Channel Compnay Name - UTI Asset Management Location Jhansi work exp - 2 Year salary would be - 7.50 Key Responsibilities: Business Development: Drive sales and AUM growth through IFAs in the assigned territory. Acquire new IFAs and activate dormant partners. Promote UTI MF products by conducting regular training, product presentations, and engagement activities. Contact to me - Priyanka - 8928430186 - share cv or connect

Role & responsibilities Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners. Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income Investment Product. Generating investments from channel partners. Managing tie-up for investments from IFA Channel, NDs, Stock Brokers & Wealth segment etc Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets Engagement & Generating business from IFA Segment. Responsible for managing sales activities in the region. Handle channel partners, Distributors for Companies own Investment Product. Creating daily MI...

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 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. Key Deliverables 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, prod...

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Mumbai 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 Maintaining relation...

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, distributor’s 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 comple...

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 ...

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 ...

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 resolu...

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 resolu...

Role & responsibilities responsible for Acquisition and Development of New Franchisees Sourced from Stock & Commodity Broking/Competition/Large MF Distributors/Family Offices/PMS etc Ramp up Franchisee Distribution On Field Sales,Conduct market survey, drives identification and empanelment activity of Stock Broking Franchisees across the region Responsible for expanding the franchisee network through marketing and sales effort Negotiating and completing all necessary franchisee documentation and agreements on time Should be well versed with the Franchisee model of operation Should be able to guide and scale up franchisee business Requirements Graduate/MBA in Sales and Marketing with 2-3 year...

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job description Role & responsibilities Relationship ManagerResponsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix On...

Prior Experience of handling B2B Channel, Excellent Communication, Market & Product Knowledge .good working relationship with IFA’s is extremely important regards Neetu Sharma 9289321004 neetu.sharma@orbitouch-hr.com

Drive PMS & AIF sales in assigned location; manage key relationships with distributors, UHNIs & clients; lead client meetings; support RMs; present products with partners; grow channels; use data insights to boost sales & AUM

Sales : Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined. Client Servicing / Meetings with RMs Increment increase in AUM and NET Sales To Manage customers attrition To generate processes and MIS for effective sales monitoring and reporting. Handling channel and client queries. Empanel National Distributors and IFA’s to distribute PMS and AIF products. Strategy planning: Plan overall strategy of the Zone in alignment with overall organization's objectives. Achieve set targets through designed strategy. Keep monitoring & review strategy on ongoing basis Internal Coordination Liaising with senior...