Relationship Manager- IFA

Nippon India Mutual Fund Nimf

1 - 5 years

2 - 7 Lacs

Hyderabad Telangana India

Posted:1 day ago| Platform: Foundit logo

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Skills Required

IFAs demonstrating business goals investment strategies performance metrics providing guidance

Work Mode

On-site

Job Type

Full Time

Job Description

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

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