Independent Financial Advisor Recruiter

5 years

0 Lacs

Surat, Gujarat, India

Posted:1 week ago| Platform: Linkedin logo

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Skills Required

development finance network drive recruitment outreach strategies documentation support training design effectiveness mentoring coaching management collaboration planning engagement analyze compliance reporting data reports research portfolios certification recruiting communication negotiation presentation collaborative

Work Mode

On-site

Job Type

Full Time

Job Description

Position Title: IFA Recruiter / Development Manager – Stock Broking Industry Company: Market Hub Stock Broking Pvt. Ltd. Location: Surat Experience Required: 3–5 Years Employment Type: Full Time Industry: Financial Services / Stock Broking / BFSI Education: Bachelor’s in Finance, Business Administration, Economics, or related field (NISM/AMFI preferred) About Us: Market Hub Stock Broking Pvt. Ltd. is a BSE & NSE member with over 22,000 active clients, 150+ sub-brokers, and a growing national-level investment distribution network. Our offerings include Mutual Funds, SIPs, PMS, and AIFs. We're looking to expand our IFA base with a passionate recruiter to drive growth. Key Responsibilities: 1. IFA Recruitment & On boarding: Candidates should have a strong professional network and good physical outreach/contacts in the financial advisory or investment domain. Develop and execute strategies to identify, attract, and onboard qualified IFAs. Build a strong network of IFAs to enhance the company’s distribution channels. Conduct interviews and assessments to ensure IFAs meet the company’s standards. Facilitate smooth on boarding and provide necessary documentation support. Candidates should have a strong professional network and good physical outreach/contacts in the financial advisory or investment domain. 2. IFA Training & Development: Design and implement structured training programs for IFAs to improve product knowledge and sales effectiveness. Provide continuous mentoring, coaching, and support to IFAs to help them achieve their business growth. Organize workshops, webinars, and skill enhancement programs for IFAs. Monitor IFA performance and provide constructive feedback for improvement. 3. Business Growth & Relationship Management: Build and maintain strong relationships with IFAs to ensure long-term collaboration. Assist IFAs in business planning, goal setting, and client acquisition strategies. Develop incentive and motivation programs to enhance IFA engagement and productivity. Track and analyze market trends to refine recruitment and development strategies. 4. Compliance & Reporting: Ensure that all IFAs adhere to regulatory requirements and company policies. Maintain accurate records of recruitment, training, and performance data. Prepare periodic reports on recruitment progress and IFA performance for senior management. 5. Market Research & Product Knowledge: Stay updated on market trends, investment opportunities, and regulatory changes. Continuously educate IFA’s on the range of investment products and services offered by Market Hub Stock Broking to effectively advise clients. 6. Reporting & Collaboration: Provide regular updates on client portfolios, business progress, and market insights to management. Collaborate with other IFAs, internal teams, and support functions to ensure the smooth execution of client strategies. Qualifications: Bachelor's degree in Finance, Business Administration, Economics, or a related field. Certification for IFA is preferred (NISM, AMFI). Minimum 3-5 years of experience of Proven experience in recruiting, developing, Managing IFA’s. In-depth knowledge of investment products, financial planning, and wealth management. Strong communication, negotiation, and presentation skills. Ability to work independently while also being a collaborative team player. High level of ethical standards and commitment to providing transparent advice to clients. Why Join Us: Growth Opportunities: At Market Hub, we believe in investing in our employees' growth and development. We offer training programs and career advancement opportunities. Dynamic Environment: Work in a fast-paced, dynamic industry with a supportive and collaborative team. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to hr@markethubonline.com . Show more Show less

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