70 Ifa Jobs

Role involves upselling ETF, MF products, investment advisory & servicing to existing and new channel partners ,IFAs.

Designation - Branch Manager Location - Dhanbad Ctc - Upto 10 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

Responsible for mentoring, monitoring, driving the area sales team to achieve 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

About Angel One: Angel One is one of India's fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions - every single day. The vibe? Think less hierarch...

1) Growth of Revenue and Market Share, 2) Travel across assigned branches at regular interval, 3) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 4) To ensure proper mapping of Commodity/Currency Clients to all RMs (equityCommodity), 5) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 6) Minimum 60% client activation in Commodity and Currency on M+2 basis, 7) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse opposite position. Location - Ahemdabad, Mumbai, Bangalore, Hyderabad,...

Role & responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA/ National Distributors for the Region. • To build, develop & enhance relationships the Retail Channel • Setting up and managing the network of All Channels in the Region, • Develop, implement strategy to achieve planned growth objectives for their channel. • Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite • Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. • A...

Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs 1) Minimum 5 Years in sales of Seconday ...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

1) Growth of Revenue and Market Share, 2) Travel across assigned branches at regular interval, 3) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 4) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity), 5) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 6) Minimum 60% client activation in Commodity and Currency on M+2 basis, 7) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Location - Ahemdabad, Mumbai, Bangalore, Hydera...

Position - Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing / sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team / IFDs. Experience - 1) Minimum 5...

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep m...

Regional Head- Stock Broking & Investment Products, B2B IFA, Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sale...

Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel 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 ...

Job Description: 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 cal...

As a Sales Executive at Anand Brothers, you will be an integral part of our team serving the diagnostic industry with a dedication to quality and reliability since 1978. Your role will involve working with various technology platforms such as ELISA, RIA, IFA, HPLC, and Molecular. With a diverse portfolio of over 1700 products from international companies, you will have the opportunity to engage with customers, provide technical support, explain products, handle inquiries, and manage customer relationships. Your responsibilities will also include maintaining records and contributing to sales strategies to drive revenue growth. To excel in this position, you should possess strong customer enga...

Department: Retail Sales Job Responsibilities: 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. Contributing to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets Generating Business Devise strategies for driving distributor relationships, sales targets and market share from the assigned channel. Lay out the roadmap for broad basing the number of sales points (distributors) by identifying & driving the tie ups with various distributor groups. Achieve defined s...

Drive AUM growth and business expansion across IFAs, Banks, and National Distributors. Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships

Job Description: About the Role: We are looking for a dynamic and result-oriented Sr. Manager- Strategic Alliance & Partnership to join our growing team at LiquiBonds , a new-age investment platform under NDX Financial Services . The ideal candidate will focus on building strong relationships with Independent Financial Advisors (IFAs) while actively acquiring new IFAs to expand our partner network. This role requires a strong understanding of fixed income investment products (such as NCDs, Bonds, AIFs, and other structured debt instruments ) and the ability to position these products effectively to financial intermediaries. 60% focus on New IFA Acquisition 40% focus on Relationship Managemen...

*Identify and onboard new Franchisees, IFA and support existing Franchisees ,IFA's to achieve set IR targets *Ensure sub-broker registration *Visit Franchisees mapped at a pre-defined frequency *Address all the payouts and other queries promptly Required Candidate profile *Should have atleast 1 year experience in Franchise Sales (B2B) with Indian Broking Company

*Identify and onboard new Franchisees, IFA and support existing Franchisees ,IFA's to achieve set IR targets *Ensure sub-broker registration *Visit Franchisees mapped at a pre-defined frequency *Address all the payouts and other queries promptly Required Candidate profile *Should have atleast 1 year experience in Franchise Sales (B2B) with Indian Broking Company

Role & responsibilities Broadly this position looks at a person handling the entire Channel business for assigned region. The job is primarily managing & nurturing all the mapped channel partner relationships along with adding new CPs to garner higher market share of business. To maximize the sales from the assigned channel relationships To handle & nurture all mapped CP relationships. To onboard & develop new CPs to expand the business footprint Regularly update, assist & motivate the CPs. Improvise & implement any business development activities in the assigned relationships Work as a coordinator between the operations/client servicing and mapped Clients/CPs Preferred candidate profile Mus...

Urgent Opening | IFA Vertical Alternate Business for Leading Asset Mangement Company Location: Mumbai,Bangalore,Chennai,Ahmedabad,Pune CTC:Upto 20 LPA Experience: 3–8 years preferred What You’ll Do: Build and manage strong relationships with IFAs Drive business growth in PMS, AIF, and other alternate products Educate partners on product offerings and market trends Collaborate across teams to deliver a seamless experience Who You Are: A people person with strong communication skills Experienced in Mutual Funds/PMS/AIF distribution Proactive, target-driven, and growth-focused

Role & responsibilities Roles and Responsibilities To promote all the product line of Mutual Fund/Financial Assets To up sell Mutual Fund products (B2B sales) To identify challenges, resolving queries and garnering business from the channel partners. To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the partners. Identifying and providing training and updation on all the new and regular products. Complete compliance updated communication to be sent to the channel partners. Develop and maintain a long-term relationship with Channel partners. Able to derive the monthly sales plan and ensure regular contact with all mapped partners thro...

Job Specifications Role Designation: Cluster Manager- Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head - Investment Products Location: Hyderabad Job Purpose The role would require complete P&L responsibility for the Team reporting in - To profitably manage and create a team of high achievers. To expand the organisations HNI client base with acquisition of HNI clients . To create a profitable cross sell business at assigned branches . To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services- To ensure all processes are followed keeping in mind the ethos of the organizati...

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ and May also call on 8709502039 or 7706031623 Job Title : Assistant Manager / Manager Channel Sales Department : Asset Management Experience : Minimum 2 years in channel sales (PMS/AIF preferred) Education : Graduation / PGDM / MMS Location : Hyderabad / Rajkot / Surat / Baroda / Coimbatore / Lucknow Industry : Investment Management CTC : Best in industry Key Responsibilities : Acquire and manage clients through IFAs, wealth managers, and distributors Drive AUM growth by promoting PMS & AIF products Conduct product presentations and deliver market/macro updates Build strong client/channel partner relationships and ensure retention...