7 Ifa Sales Jobs

Role & responsibilities Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners. Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income Investment Product. Generating investments from channel partners. Managing tie-up for investments from IFA Channel, NDs, Stock Brokers & Wealth segment etc Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets Engagement & Generating business from IFA Segment. Responsible for managing sales activities in the region. Handle channel partners, Distributors for Companies own Investment Product. Creating daily MIS and reports. Conducting business engagement activities with these partners. Insuring portfolio review and counselling on high end investors is conducted regularly Focus on increasing AUM size month on month basis Acquire & Manage Distribution Partners / Create Alliances Garner Investments via Financial Distributors Good understanding of Global + Indian Financial Markets Knowledge across investment products: Fixed Income, Equity, Real Estate & Other Alternatives Strong Analytical skills Understand and analyse various business models in the fintech lending space and identify partnership opportunities by identifying prospects and evaluating the benefits of partnerships. Coordination with internal stakeholders (Operations, Product, Tech & Legal teams) for handling end to end responsibilities of the partnership and act as a bridge to deliver all the requirements of the partner. Solving problems through structured thinking, project planning and hands-on execution. Analysis of the gaps in the existing process and optimization of the same as strategic projects Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline. Be proactive about solving problems and take additional initiatives and responsibilities as and when they emerge Preferred candidate profile - CA (Preferred) / BBA, MBA (Finance) / CFA / Post Graduate from top collage / University. - Min 7-10 Years of relevant experience in Business Development of Financial Sales - B2B sales experience is must. (Finance Product sales highly preferred) - Should have managed 7-10 Sales RM's. Should be ready to take targets. - Should be excellent in cross functional stake holder management with shades of sales (preferred). - Prior experience in handling fintech partnerships is preferred. - Proficiency in MS Office especially Ms Excel - Excellent communication skills (Verbal and Written) - Experience with growth marketing & communication is a plus. Note: Interested candidates can share their resumes on malini.varma@liquiloans.com

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

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Train new IFDs on using digital platforms & mobile app for Mutual Funds, IPOs, Bonds, NCDs, FDs, etc. Drive and support IFDs. Acquire new IFDs & promote primary market products. Organize business development events and engagement activities for IFDs.

Prior Experience of handling B2B Channel, Excellent Communication, Market & Product Knowledge .good working relationship with IFA’s is extremely important regards Neetu Sharma 9289321004 neetu.sharma@orbitouch-hr.com

Drive PMS & AIF sales in assigned location; manage key relationships with distributors, UHNIs & clients; lead client meetings; support RMs; present products with partners; grow channels; use data insights to boost sales & AUM

Sales : Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined. Client Servicing / Meetings with RMs Increment increase in AUM and NET Sales To Manage customers attrition To generate processes and MIS for effective sales monitoring and reporting. Handling channel and client queries. Empanel National Distributors and IFA’s to distribute PMS and AIF products. Strategy planning: Plan overall strategy of the Zone in alignment with overall organization's objectives. Achieve set targets through designed strategy. Keep monitoring & review strategy on ongoing basis Internal Coordination Liaising with senior management to arrive at clear objectives for the Zone. Resource planning Liaising with investment teams to enable client interaction & information. Liaising with operations and ensure smooth functioning between department & operations. Ensure proper compliance with respect to all channel partners – distributors / clients etc. Compliance: Ensure all activities is as per proper compliance internally and as per regulatory requirements. Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis.