42 Ifa Jobs

Designation - Branch Manager Location - Rohtak Ctc - Upto 7 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

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 relationships with partners to generate business Regards, HR Team

Designation - Branch Manager Location - Alwar Ctc - Upto 7 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Role & responsibilities Business Development: Identify, onboard, and develop new Mutual Fund Distributors (MFDs), family offices Generate incremental AUM from both new and existing channel partners. Relationship Management: Manage and deepen relationships with existing partners to enhance business potential. Regularly engage with MFDs, NDs, RDs, and other stakeholders through meetings, calls, and events. Sales Enablement & Training: Conduct product and sales training sessions for partners to enhance their understanding and promote relevant schemes. Work closely with internal teams and group companies to create cross-sell opportunities. Market Intelligence: Stay abreast of market trends across equity, debt, and other asset classes. Preferred candidate profile Candidates from AMC / NBFC handling MFD is preferred

Role & responsibilities Business Development: Identify, onboard, and develop new Mutual Fund Distributors (MFDs), family offices Generate incremental AUM from both new and existing channel partners. Relationship Management: Manage and deepen relationships with existing partners to enhance business potential. Regularly engage with MFDs, NDs, RDs, and other stakeholders through meetings, calls, and events. Sales Enablement & Training: Conduct product and sales training sessions for partners to enhance their understanding and promote relevant schemes. Work closely with internal teams and group companies to create cross-sell opportunities. Market Intelligence: Stay abreast of market trends across equity, debt, and other asset classes. Preferred candidate profile Candidates from AMC / NBFC handling MFD is preferred

Role & responsibilities Business Development: Identify, onboard, and develop new Mutual Fund Distributors (MFDs), family offices Generate incremental AUM from both new and existing channel partners. Relationship Management: Manage and deepen relationships with existing partners to enhance business potential. Regularly engage with MFDs, NDs, RDs, and other stakeholders through meetings, calls, and events. Sales Enablement & Training: Conduct product and sales training sessions for partners to enhance their understanding and promote relevant schemes. Work closely with internal teams and group companies to create cross-sell opportunities. Market Intelligence: Stay abreast of market trends across equity, debt, and other asset classes. Preferred candidate profile Candidates from AMC / NBFC handling MFD is preferred

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 complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices

Designation - Branch Manager Location - Dhanbad Ctc - Upto 9 Lacs Experience - Minimum 5 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Regional Sales Manager - Tamil Nadu Location: Chennai What you will do: Acquisition of Existing & potential new Sub-broker / Franchise / channel partners with team & individual. Handhold & work closely with the Sub-broker / Franchise / IFA / channel partners to ensure scale up, retention & transactions while ensuring addition of new clients through various initiatives. Enable business, Product & Senior Management team with Key market & competition insights. Develop and implement the sales strategy in line with the company's objectives & work towards meeting them. Analyse sales metrics to determine business growth potential by cities and addition of Hub & spokes To organize events and activities for generating new leads of sub broker & IFA acquisition Who you are: Experience: Minimum 5 years experience in sales in financial industry Good knowledge of financial market Proven track record of achieving sales targets and managing a large sales team. Comprehensive understanding of the stock market, trading platforms, and financial instruments. Exceptional interpersonal and negotiation skills. Strategic thinking and analytical skills. Strong leadership and team management capabilities. Excellent communication and presentation skills. Client-centric approach with a focus on relationship building. Adaptability to work in a fast-paced environment What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

About Role- The role requires appointing channel partners (IFAs and Distributors) and driving investment product sales across geographies across your target area. Job Responsibilities: The incumbent will be responsible for but not limited to the following- Recruitment of channel partners Providing training for Business Development Preparing business plans and strategies to develop business of channel partner Planning different activities with channel partners to increase their productivity Accompanying IFA on HNI/UHNI client meetings. Addressing and spreading awareness regarding P2P lending in group client meets. Solving distributor's queries. To own and deliver organizational targets given on time to time Following internal sales process Comply with all rules and regulations of the company as well as following industry norms. Key Skills required: Business Development and Channel management skills People oriented, outgoing individual that earns a high degree of loyalty with staff and channel partners Good understanding of Mutual fund distribution and how the industry works Eagerness to work with start-up and problem solving skills

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on uttam@avaniconsulting.com Contact - 9949101406

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on anusha@avaniconsulting.com Contact - 9003875895

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on taru@avaniconsulting.com Contact - +91 7355922379

trong sales and support experience with knowledge of IVD Diagnostics Product Segment only as mentioned above. Candidates must have work experience in IVD Diagnostics, Immunoassays and Molecular industry only. Required Candidate profile 3 -5 years in IVD Diagnostic Industry Sales of ELISA, RIA, HEMATOLOGY, IFA, HPLC, LC/MS & Molecular. Analytical, Autoimmunity, Microbiology, Endocrinology. implementing sales and support strategies,

Acquisition of new customers Create & manage distribution franchise comprising individual agents, corporate distributors & brokers Achieve productivity & Sales targets - numbers & Value Strategy, New distributor tie-ups Market intelligence Required Candidate profile B.Com/Any Graduate Min 2 yrs relevant exp Preferably RM's specializing in distribution/channel mngt in AMC/Mutual Fund/Financial Services Good relations & contacts with top clients, distributors

For driving AIF & PMS business through distributors & direct sales efforts and will focus on relationship management and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices.

Relationship Manager Retail Sales Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets for the organization. Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so these targets are met. Maintain call reports and implement the sales process of the organization. Drive profitability & market share from the sourced AUM. Building positive relationships with channel partners Strengthen working relationships with current channel partners and distributors to entrench brand and advance sales. Maintain & priorities regular contact with channel partners to sustain and improve the relationship. Ensure our distributors have a detailed understanding of our funds & products. Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors. Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships. Identify, research, and contact prospective distributors and build positive relationships that will generate future sales and repeat business Sales support & market intelligence Coordinate with product and research team to provide support to the channel partners. Provide sales support to existing and new relationships, respond to more complex customer enquiries. Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation. Knowledge, Skills, Competencies Excellent inter personal skills, communication & presentation skills Well entrenched & networked in the local AMC market Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets. Effective knowledge of MS Word, Excel and PowerPoint Strong on analytics and problem-solving skills. Aptitude for encouraging positive relationships Certifications NISM Series V - Mutual Funds Distributor Module certified Competencies Excellent Communication Collaboration Innovation & Continuous Improvement

Generating Business • Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization. • Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so targets are met. • Maintain call reports and implement the sales process of the organization. Building positive relationships with channel partners • Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow sales. • Maintain & prioritise regular contact with channel partners to sustain and improve the relationship. • Ensure our distributors have a detailed understanding of our funds & products. • Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors. • Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships. • Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business Sales support & market intelligence • Provide sales support to existing and new relationships, respond to more complex customer enquiries. • Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.

Role & 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 / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Preferred candidate profile MBA/ PGDM or relevant degree Min 3+ years relevant experience in BFSI and Wealth domain. Candidates with prior experience of handling B2B Channel ( Preferred) Perks and benefits Bi Annual Appraisal Program. Aggressive incentive structure & Pay-outs, including international travel contests based on your performance. Emphasis on your learning and development, with comprehensive product and other training initiatives.

1. Responsible for Sales from ifa Branches 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, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenario 5. Responsible for Distributor Servicing for the assigned distributors 6. Should be sensitive to their needs in terms of Product Updates, Query resolution and ensure proper follow up etc. 7. Should be able to close the sales call by working closely with more experienced sales representative in case of need required 8. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market 9.Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall 10.Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis 11.Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location 12.Coordination with the Admin/Finance team for any distributor payout in terms of creation and payment of all debit notes

For driving AIF & PMS business through distributors and will focus on relationship management and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices.

trong sales and support experience with knowledge of IVD Diagnostics Product Segment only as mentioned above. Candidates must have work experience in IVD Diagnostics, Immunoassays and Molecular industry only. Required Candidate profile 3 -5 years in IVD Diagnostic Industry Sales of ELISA, RIA, HEMATOLOGY, IFA, HPLC, LC/MS & Molecular. Analytical, Autoimmunity, Microbiology, Endocrinology. implementing sales and support strategies,

IncreaseAUM,Net Sales,MarketShareofHDFCAMCattheBranch ChannelmanagementacrossIFA’s,NationalDistributorsandBanks TeamManagementanddevelopmentofsub -ordinates EnsurestandardsofCustomerServiceandCompliancearemetattheBranch Monitoringtheservicingofclient

In this role, will be responsible for identifying, developing, and maintaining strategic alliances with key partners, distributors, and influencers in the financial services industry.

Channel management across IFA’s, National Distributors and BanksTeam Management Ensure standards of customer service and compliance are met at the branch, monitoring the servicing of clients with regards to their payments