42 Ifa Jobs - Page 2

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

B2B - Relationship Manager - PCG, MFD,ND, IFA, Banca(B2B) || Leading AMC Experience: 4+ Yrs PCG RM - Mumbai (Central) Mixed RM - Vadodara MFD RM - Bangalore Share resume on sindhu.murjani@amanzigroup.co.in Regards, Sindhu 9953559164