100 Ifa Jobs - Page 4

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 acros...

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 acros...

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 acros...

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 comple...

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 t...

Position - 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 shou...

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 on primary market products 6) Organising events to develop the Business ...

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 Bonds and Fixed Income Securities. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, ...

Position - 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 s...

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 Secon...

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 market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to me...

Postion - Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of ...

1) Growth of Revenue and Market Share, 2) Assigned Business Partners should have Commodity Terminal, 3) Travel across assigned branches at regular interval, 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity), 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) 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 / oppo...

VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (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)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market understanding & Adv...

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 Seconda...

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 Candiate Profile : 1) Minimum 5 Year...

1) Growth of Revenue and Market Share, 2) Assigned Business Partners should have Commodity Terminal, 3) Travel across assigned branches at regular interval, 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity), 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) 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 / oppo...

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 Experience & Knowledge of Secondary ...

About the Role: We are on a mission to build a tech-driven, dynamic investment platform that simplifies access to high-quality alternate investment products. This role is for an ambitious B2B sales leader who can drive strategic partnerships, manage a high-performing team, and expand our business network while ensuring strong revenue growth. If you are passionate about financial markets, business expansion, and partnerships, this is the perfect opportunity for you! Key Responsibilities: Maintain and strengthen relationships with existing Independent Financial Advisors (IFAs) who are market leaders. Drive strategic alliances to expand our investment ecosystem. Identify and onboard new partner...

A Product Specialist at is responsible for selling and promoting investment products to distributors and potential investors, conducting training sessions, and achieving sales targets for their assigned region. They leverage their product knowledge to support the sales team and ensure that distributors are well-versed in the company's offerings.

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 ...

About the Role: We are looking for a dynamic and result-oriented Relationship Manager 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 Management with existing IFAs About the Company: Liqui...

Job Title: Relationship Manager Location: Goa, Pune, Hubli, Belgaum, Devagiri, Mumbai (Dadar, Panvel, Andheri, Fort) About Centricity: Centricity is Indias first full-stack wealth-tech platform built exclusively to empower Independent Financial Professionals (IFPs). We aim to simplify and digitize the investment ecosystem by enabling IFAs, RIAs, CAs, and other advisors to establish, operate, and grow their advisory business with ease. Our integrated platform provides the technology, support, and flexibility required to offer personalized financial solutions at scale—while maintaining independence and ownership. At Centricity, we are on a mission to transform financial advisory into a scalabl...