52 Ifa Sales Jobs - Page 2

Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel. sales targets, KPIs, and budgets for the IFA sales team Drive B2B sales by on boarding and activating high-performing IFAs Required Candidate profile Minimum 8 years of experience in B2B sales, in wealth management industry managing and growing the IFA network Strong understanding of financial products, mutual funds,insurance,portfolio management.

Role & responsibilities Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in B2B selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Greetings from Avani Consulting!!! Job Title: Branch Sales Manager Job Location: Mumbai(South/Harbour line/Thane) Experience Required: 3 to 8 years Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed. Service distributors by addressing ...

IFA JD Key Responsibilities Identify, empanel, and manage new IFAs to expand business. Build strong, long-term relationships with IFA partners. Provide training, product knowledge, and regular engagement to enhance partner productivity. Achieve sales and revenue targets through the IFA distribution network. Conduct market mapping to identify new opportunities and improve channel penetration. Candidate Profile 28 years of experience in Wealth Management / Securities / Broking / Distribution . Strong understanding of IFA business model and financial products. Excellent communication & relationship management skills. Graduate / MBA preferred. Perks & Benefits Competitive fixed salary + attracti...

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.

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Job Location: Mumbai(South/Harbour line) Experience Required: 4 to 8 years Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed. Service distributors by addressing their q...

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...

About Yubi Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the worlds possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investor...

About Yubi Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the worlds possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investor...

About Yubi Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the worlds possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investor...

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...

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

Overview: Finhaat Wealth is an integrated financial products distribution platform serving investors pan-India through its channel partners. Finhaat Wealth Relationship Manager is responsible for onboarding and nurturing strong, long-term relationships with Individual Partners (Financial Product Distributors/ ARN Holder). The role includes acquiring new Partners as well as managing existing Partner relationships, by offering high-quality engagement to empower Partners and enable product sales. Role & responsibilities Partner Acquisition & On-boarding Recruit existing ARN holders as Partners by presenting them the Finhaat Wealth proposition Identify & meet/e-meet the potential leads who are o...

Managing Peer to Peer NBFC Sales Heading the Regional B2B Sales Channel comprising IFAs and Distributors Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners

Managing Peer to Peer NBFC Sales Heading the Regional B2B Sales Channel comprising IFAs and Distributors Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners

* Proactive engagement with IFAs (B2B) and B2C clients through virtual means. * Direct engagement via virtual meetings, one-on-one calls, and webinars to build the B2B. * Engage with Channel Partners and prospective customers for wealth products.

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 MI...

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...

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...

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...

Role & responsibilities Achieve given AUM and Revenue targets. Maintain relationships with the existing network of IFAs. Recruit potential new IFAs. Manage, recruit and drive the sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars. Build up team as per defined organization structure Preferred candidate profile Minimum 3+ years experience in sales of investment products through IFA channel. Strong communication & negotiation skills with basic knowledge of financial products & services Candidates from BFSI Industry preferred. Domain Knowledge: Understanding of ma...