19 Ifas Jobs

Ensure effective and smooth relationship with distributors and IFA in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing IFA distribution network. Selection motivation of IFA/distributors.

Ensure effective and smooth relationship with distributors and IFA in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing IFA distribution network. Selection motivation of IFA/distributors.

IFA Relationship Management: Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met Collaborate with IFAs to understand their business goals, investment strategies, and client profiles Business Development: Identify new business opportunities with IFAs to expand our product and service offerings Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients Client Support and Education: Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions Conduct training sessions, seminars, and presentations to educate IFAs on our products and services Sales and Performance Metrics: Collaborate with IFAs to set performance targets and sales goals Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets Market Insights and Research: Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry Provide IFAs with timely insights and research to support their decision-making

IFA Relationship Management: Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met Collaborate with IFAs to understand their business goals, investment strategies, and client profiles Business Development: Identify new business opportunities with IFAs to expand our product and service offerings Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients Client Support and Education: Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions Conduct training sessions, seminars, and presentations to educate IFAs on our products and services Sales and Performance Metrics: Collaborate with IFAs to set performance targets and sales goals Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets Market Insights and Research: Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry Provide IFAs with timely insights and research to support their decision-making

IFA Relationship Management: Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met Collaborate with IFAs to understand their business goals, investment strategies, and client profiles Business Development: Identify new business opportunities with IFAs to expand our product and service offerings Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients Client Support and Education: Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions Conduct training sessions, seminars, and presentations to educate IFAs on our products and services Sales and Performance Metrics: Collaborate with IFAs to set performance targets and sales goals Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets Market Insights and Research: Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry Provide IFAs with timely insights and research to support their decision-making

Key Responsibilities: Build and maintain strong relationships with IFAs Educate and guide IFAs about our products and services Help IFAs grow their business by providing timely support and solutions Monitor IFA sales performance and help them meet targets Address queries and resolve issues faced by IFAs promptly Share market updates and product knowledge regularly with IFAs Coordinate with internal teams to ensure smooth operations Requirements: Experience in financial services, especially with IFAs or wealth management Good understanding of financial products like mutual funds, insurance, or investments Excellent communication and interpersonal skills Ability to work independently and meet targets Bachelor's degree in finance, business, or related field preferred Soft Skills: Proactive and customer-oriented Strong presentation and training skills Problem-solving mindset Good relationship-building ability

Key Responsibilities: Build and maintain strong relationships with IFAs Educate and guide IFAs about our products and services Help IFAs grow their business by providing timely support and solutions Monitor IFA sales performance and help them meet targets Address queries and resolve issues faced by IFAs promptly Share market updates and product knowledge regularly with IFAs Coordinate with internal teams to ensure smooth operations Requirements: Experience in financial services, especially with IFAs or wealth management Good understanding of financial products like mutual funds, insurance, or investments Excellent communication and interpersonal skills Ability to work independently and meet targets Bachelor's degree in finance, business, or related field preferred Soft Skills: Proactive and customer-oriented Strong presentation and training skills Problem-solving mindset Good relationship-building ability

Key Responsibilities: Build and maintain strong relationships with IFAs Educate and guide IFAs about our products and services Help IFAs grow their business by providing timely support and solutions Monitor IFA sales performance and help them meet targets Address queries and resolve issues faced by IFAs promptly Share market updates and product knowledge regularly with IFAs Coordinate with internal teams to ensure smooth operations Requirements: Experience in financial services, especially with IFAs or wealth management Good understanding of financial products like mutual funds, insurance, or investments Excellent communication and interpersonal skills Ability to work independently and meet targets Bachelor's degree in finance, business, or related field preferred Soft Skills: Proactive and customer-oriented Strong presentation and training skills Problem-solving mindset Good relationship-building ability

Key Responsibilities: Build strong relationships with Independent Financial Advisors (IFAs) Onboard new IFAs and train them on our products and systems Help IFAs understand and sell our investment or insurance products Provide regular updates, product information, and support Ensure IFAs meet their sales targets and assist them where needed Resolve queries and provide excellent service to IFAs Stay updated with market trends and competitor offerings Work closely with internal sales, operations, and support teams Requirements: Experience in financial services, especially mutual funds, insurance, or wealth management Understanding of financial products and IFA business models Strong communication and relationship-building skills Ability to meet targets and work independently Bachelor's degree in Finance, Business, or a related field (preferred) Soft Skills: Good presentation and training skills Self-driven and proactive Problem-solving attitude Customer-first approach

As a Manager/Sr. Manager - Channel Sales at Abans, you will play a pivotal role in driving the channel sales of investment products through Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs). Your key responsibilities will include building and maintaining a strong network of IFAs in the assigned geography to offer a wide range of products and solutions across various asset classes. It is imperative to possess a clear understanding of markets and products, as distributor training forms an integral part of your role. In this position, you will be responsible for formulating effective sales strategies aimed at enhancing sales from new channel partners and increasing the wallet share from existing partners. Additionally, you will provide support to other channel partners" local staff such as banks and wealth management firms. Building and nurturing long-term relationships with both existing and new clients will be crucial for increasing the Assets under Management (AUM) for the company. To excel in this role, you should ideally have 4-8 years of sales experience with a mutual fund company, specifically in channel sales of mutual funds for the IFA/MFD channel. Previous experience in Asset Management companies, particularly in Mutual Funds, would be advantageous. Strong communication and presentation skills, along with a pleasing and positive attitude, are essential attributes for this role. Being a self-starter, proactive, and target-oriented individual will greatly contribute to your success. The ideal candidate for this position should hold a graduate degree and possess 4-8 years of relevant experience. This opportunity is located in Bangalore, offering a platform for you to script your success story and take your career to greater heights with Abans.,

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Candidate Profile Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications _ Skills : - Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors (IFD/ IFAs) Training new empaneled 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.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services