Cluster Head - IFA - Investment

SUMMARY: -

Passion for channel business, relationships and qualitative value addition in business IFA's and their clients, competition, other stakeholders

ROLES & RESPONSIBILITIES: -

- Empanelment of IFAs based on Eligibility criteria designed by the company.

- Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFA's

- Providing continuous support to the IFAs on day on day

- Drive IFA Engagement process

- Timely Resolution of IFA's queries

- To conduct and assist in organizing seminars, workshops and other business development activities.

- For evaluation of vendors, negotiation of rates with selected IFA & monitoring execution of the commissioned projects.

- Managing a sales team in order to maximize sales revenue & meet or exceed corporate-set goals.

- Forecasting annual, quarterly & monthly goals.

- Reviewing regional expenses & recommending improvements.

- Collaborating with senior executives to establish & execute a goal for the region.

- Planning, evaluating & optimizing operations to be efficient & cost effective.

- Ensuring company standards & procedures are followed.

- Dealing with escalated customer issues, incident reports & legal actions.

JOB SPECIFICATIONS REQUIRED:

Qualifications: -

An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Desired Skill Set:

- Ability to inspire trust and confidence in clients.

- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial wellbeing.

- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.

- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients

- Good oral and written communication skills with clarity of thought, speech and expression

- Good interpersonal skills

- Good Analytical Skills

General Competencies:

- Positive attitude, socially effective, high level of perseverance and patience

- Assertive & hard working