34 Ifas Jobs

Key Responsibilities Strategic Partnerships & Business Development Develop and execute a comprehensive B2B partnership strategy spanning education financing (loans/Insurances and ancillary services)) and savings (mutual funds/FD/DigiGold). Build and nurture relationships with schools, universities, coaching institutes, financial planners, banks/NBFCs, AMCs, wealth advisors, and fintech platforms. Drive strategic alliances with key stakeholders to create a strong distribution ecosystem for both loans and investments. Identify cross-selling opportunities between education loan borrowers and investment (MF) customers to maximize value. Growth & Revenue Optimization Lead partner acquisition, eng...

You will be responsible for overseeing and growing IC Moneymart's distribution network in Burdwan and surrounding areas. Your main responsibilities will include: - Developing and expanding the IFA (Independent Financial Advisor) network across the assigned region. - Identifying and onboarding mutual fund distributors, sub-brokers, RIAs, and other investment professionals. - Ensuring activation, training, and performance management of channel partners. - Driving mutual fund product penetration and AUM growth through the B2B channel. - Organizing and conducting product training, investor awareness programs (IAPs), and partner engagement activities. - Maintaining strong relationships with AMCs ...

Key Responsibilities Strategic Partnerships & Business Development Develop and execute a comprehensive B2B partnership strategy spanning education financing (loans/Insurances and ancillary services)) and savings (mutual funds/FD/DigiGold). Build and nurture relationships with schools, universities, coaching institutes, financial planners, banks/NBFCs, AMCs, wealth advisors, and fintech platforms. Drive strategic alliances with key stakeholders to create a strong distribution ecosystem for both loans and investments. Identify cross-selling opportunities between education loan borrowers and investment (MF) customers to maximize value. Growth & Revenue Optimization Lead partner acquisition, eng...

As a Business Development Executive in the Business Development team based in Chennai, your role will involve managing business development at the regional level. You will be responsible for executing business development plans and promoting Mutual Fund Utility (MFU) among Mutual Fund Advisors, Distributors, Corporate Investors, Fintech, and Custodians. Your key responsibilities will include managing and promoting the brand image of the organization at the regional level, conducting meetings with Asset Management Companies (AMCs) Business Development Manager teams, maintaining continuous engagement with Distributor and Advisor communities to encourage active use of the MFU platform, planning...

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 ...

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 ...

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 ...

Executive Sr. Executive Associate Senior Associate - Independent Financial Distributors (IFD/ IFAs) Channel 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 ...

Executive Sr. Executive Associate Senior Associate - Independent Financial Distributors (IFD/ IFAs) Channel 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 ...

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 ...

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 ...

Executive Sr. Executive Associate Senior Associate - Independent Financial Distributors (IFD/ IFAs) Channel 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 ...

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 ...

**Job Description:** As an experienced professional with 9-15 years of experience in the Mutual Fund Industry, your role will involve increasing sales (AUM) to meet targets while overseeing the activities of individual channels in the assigned region. You will be responsible for geographical expansion, increasing penetration, and gaining a higher market share. Leading the sales function, you will ensure that team members achieve their sales targets both individually and collectively. Managing key sales accounts within the product range or assigned district will also be a core part of your responsibilities. Additionally, you will maintain and manage relationships with various IFAs and coordin...

As a Manager/Sr. Manager - Channel Sales at Abans, you will play a crucial role in driving channel sales of investment products through Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs). Your responsibilities will include: - Building and maintaining a strong network of IFAs in the assigned geography to offer products and solutions across various asset classes. - Demonstrating a clear understanding of markets and products, with distributor training being an integral part of your role. - Developing sales strategies to increase sales from new channel partners and enhance wallet share from existing partners. - Providing support to other channel partners" local staff, such...

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 trai...

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 trai...

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 trai...

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 ...

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 ...

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 ...

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 communicat...

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 w...