Cluster Head - Investment Product Channel

- 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.