100 Ifa Jobs - Page 3

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...

Role & responsibilities Business Development: Drive PMS, AIF, and mutual fund sales across East through IFAs, wealth managers, private bankers, and direct clients. Deliver regional AUM growth and revenue targets across all product categories. Channel Expansion: Identify and activate new distributors across the IFA, and wealth advisory ecosystem. Deepen existing relationships through regular engagements, joint calls, and partner development programs. HNI/UHNI Client Coverage: Personally manage relationships with key HNI clients across the region. Offer product insights, portfolio guidance, and assist in investment decision-making. Strategic Planning: Build and execute a region-specific busine...

1. Recruit, engage & nurture relationships with Independent Financial Distributors/ MFDs to drive business 2 Conduct regular meetings, events & seminars for IFAs/MFDs to increase product penetration & business volume 3 Promote primary market products Required Candidate profile 1 Should have strong network of IFAs/Distributors. 2 Should be NISM- VA certified. 3 Experience in IFA/MFD channel management, mutual funds, fixed income, team lead and insurance. Call on 7827930908. Perks and benefits Incentives

We are seeking an experienced and highly motivated Business Development Manager to support the growth and expansion of our AMC services portfolio. This role is pivotal in identifying new business opportunities, fostering strong client relationships, and driving revenue generation through strategic initiatives and targeted market penetration. Key Responsibilities: Enhance Retail Coverage: Expand the AMCs presence across retail distribution channels including IFAs, national distributors and regional distributors Onboard new partners to widen the geographic and demographic reach. Relationship Management: Maintain and deepen engagement with existing distribution partners. Regularly interact with...

The position is responsible for ensuring effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Purpose of the Job Key responsibilities Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEO's. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sa...

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 Experience in Institutional sales for Pune Region. Improve and maintain market share of the existing clients. Concluded engagement activity with the clients at every hierarchy Focus on NCA & Activation of Corporate Clients. Driving sales according to the Fund Managers view in unprecedented time. Upsell product to institutions to increase market share.

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 ...

Designation - Branch Manager Location - Bilaspur Ctc - Upto 8 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

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...

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...

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...

Job Description Title: Relationship Manager Location: Mumbai Work Experience: 4+ years of experience Company Overview InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products, Value Plus offers an array of options, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked debentures (MLDs), and unlisted equities. Role Overview The Relationship Manager position at InCred Value Plus offers an exciting opportunity to play a crucial role in building and maintaining strong relationships with clients. As a Relationship Manager, you will be r...

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...

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...

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 ...

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 7) Experience & Knowledge of Secondary B...

Position Overview: We are seeking a driven and client-focused Independent Financial Advisor (IFA) to provide personalized financial guidance and investment solutions within the broking industry. As an IFA, you will work independently, leveraging access to a wide range of financial products and brokerage platforms to serve clients' diverse needs. Your role will involve building trusted relationships, offering tailored advice on securities, portfolio management, and long-term financial planning. Role & responsibilities: Acquire New IFA to achieve set AUM target Ensure all the paper work for the IFA acquired is done including Referral Agreement registration Visit IFA mapped at Pre-Defined frequ...

Company Overview: Market Hub Stock Broking Pvt. Ltd. is a member of exchange BSE, NSE, we have existing 22000 clients, 150 Sub broker, & ongoing National distributorship, we have multiple Investment products like Mutual Fund, SIP, PMS/AIF etc. We are looking for a dynamic and results-driven Leader for IFA Recruitment and Development Manager to expand and strengthen our network of Independent Financial Advisors (IFAs). This role involves recruiting, training, and developing IFAs to drive business growth while ensuring compliance with industry standards. The ideal candidate will have a strong background in financial services, excellent leadership skills, and a passion for sales and relationshi...

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 relation...