2 Ifa Engagement Jobs

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10.0 - 15.0 years

10 - 15 Lacs

chandigarh, india

On-site

Key Responsibilities: Acquire existing and potential new Sub-broker / Franchise / channel partners, both individually and with your team. Handhold and work closely with partners to ensure scale-up, retention, and transactions, while adding new clients through initiatives. Provide key market and competition insights to business, product, and senior management teams. Develop and implement regional sales strategies aligned with company objectives. Analyse sales metrics to determine business growth potential by cities and addition of hub & spoke models. Organize events and activities to generate leads and drive Sub-broker / IFA acquisition.

Posted 1 day ago

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2.0 - 5.0 years

2 - 5 Lacs

mumbai, maharashtra, india

On-site

Key Responsibilities: Acquire potential new Sub-brokers / Partners for Mutual Funds (SB & IFA). Ensure 90% of Sub-brokers are active every month and reactivate inactive partners. Advise Sub-broker clients on investment ideas based on risk profile, return expectations, asset allocation, and liquidity needs. Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90% of SIP Registered to Triggered ratio. Ensure 100% service delivery to assigned partners.

Posted 1 day ago

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