Area Manager for IFA channel
- B2B Sales of investment products.
- PMS, AIF products are to be sold.
- 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.
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