Motilal Oswal - Area Manager - IFA Channel

- B2B Sales of investment products.

- PMS, AIF products cross selling.

- Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders.

- 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 IFAs

- Providing continuous support to the IFAs on day on day

- Drive IFA Engagement process

- Timely Resolution of IFAs queries

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

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