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Jobs in mumbai
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AXIS DIRECT
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Independent Financial Advisor

Independent Financial Advisor

2 - 7 years

|

4 - 9 Lacs

Posted:20 hours ago| Platform:

Apply

Skills Required

ifa acqusition ifa channel b2b sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Acquire New IFA to achieve set AUM target
Ensure all the paper work for the IFA acquired is done including Referral Agreement registration
Visit IFA mapped at Pre-Defined frequency and ensure that he is well trained in all Axis Products and processes and cross sell any third Party PMS if any
Ensure proper hand holding is done for new IFAs to ensure that he can smoothly excel the business with Axis Securities Ltd.
Training of the IFAs to cross sell AUM products of ASL
Working on the existing Franchisee network of ASL in pre-defined territory to cross sell AUM products

Preferred candidate profile

Graduate / Post Graduate in any stream
NISM Certification preferred
Great Interpersonal skills should be confident and have high energy levels
Proven years of Work Experience in same or related field

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