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31 Axis Direct Jobs

Independent Financial Distributor

4-9 years

Hyderabad / Secunderabad, Bangalore / Bengaluru

5 vacancies

Independent Financial Distributor

Axis Direct

posted 12d ago

Job Role Insights

Fixed timing

Key skills for the job

Job Description

Role & responsibilities


1. IFA Acquisition & Activation:

o To acquire new IFAs and achieve the activation number for the month / year from the acquired partners. o Ensure smoother Onboarding of the IFA till Code generation

2. Business Growth: o Proactively engage with Partners to increase their portfolio size and ensure consistent growth in Assets under Management (AUM).

o Meet monthly and yearly sales and AUM targets as per KRA.

3. Compliance & Documentation:

o Ensure adherence to regulatory guidelines, including completing all necessary paperwork, agreements, and compliance requirements such as NISM certifications 5 / 21A

4. Training & Communication:

o To provide the training on the Products such as PMS, AIF, UNLISTED, BONDS o To be in constant touch with IFA (Partner) to ensure that all the products / factsheets are communicated to IFA.

5. Partner Relationship Management: o Address client queries, resolve issues, and ensure a smooth on boarding process for new Partners and continuous engagement with partners to ensure Activation and no grievance to be received from IFAs.

6. Cross-Selling Opportunities: o Identify opportunities to cross-sell financial products, such as equity solutions, insurance, Unlisted, Bonds other financial services, to maximize Partner engagement and revenue generation.


Benefits of Joining as an IFA: • Opportunity to work with a leading financial institution offering a wide range of investment solutions. • Access to training, resources, and tools to help grow your business. • Competitive commission structure and incentives.


Interested Candidates Please whatsapp your resume @9790306948(Whatsapp only) or you can mail the resumes @nagalatha.s@axissecurities.in


Thanks

S Nagalatha

HRBP South

Axis Securities


Employment Type: Full Time, Permanent

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What people at Axis Direct are saying

What Axis Direct employees are saying about work life

based on 2.2k employees
51%
53%
60%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

Axis Direct Benefits

Job Training
Health Insurance
Soft Skill Training
Team Outings
Free Transport
Work From Home +6 more
View more benefits

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