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AXIS DIRECT
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Regional Head - Partnership & Alliance

Regional Head - Partnership & Alliance

AXIS DIRECT

4 - 5 years

25 - 30 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

Training Networking Strategic planning Portfolio management Regional Head Financial Advisor Business operations Recruitment

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Job Type

Full Time

Job Description

Location: Mumbai, Bengluru, Ahmedabad, Kolkatta Key Responsibilities: Acquire New IFA: The primary responsibility of the role is to identify and recruit new IFAs to meet the set AUM target. This will involve strategic planning, networking, and building strong relationships within the financial advisor community Paperwork and Agreement Registration: You will be responsible for ensuring all the paperwork for the newly acquired IFAs is completed, including the referral agreement registration IFA Training: Regularly visit the mapped IFA at pre-defined frequencies, ensuring they are well versed with all our products, processes, and any third-party Portfolio Management Services (PMS), if applicable

New IFA Handholding: Provide adequate support and guidance to new IFAs to ensure smooth business operations with Axis Securities Ltd

Cross-Selling: Train IFAs to cross-sell AUM products of Axis Securities Ltd. Work on the existing franchisee network of ASL in the pre-defined territory to cross-sell AUM products

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Regional Head - Partnership & Alliance