Sales - IFA

Role & responsibilities

• Engaging with distributors (IFAs) to garner sales.
• Leverage on market opportunities and develop new client relationships and accounts
• Identify & empanel new IFA in the area.
• Identify new potential areas for expansion and accelerating its development.
• Managing and training the team as well as the distributers
• Engaging with Distributors (Independent Financial Advisors) and manage sales
• Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors
• Understanding the business model & mobilizing sales accordingly.
• Relationship management and brand building exercises that enhance visibility and goodwill.
• Planning & executing activities/tie-ups to drive sales through respective channel.
• Proactively cultivate new business and uncover sales opportunities within the geographic territory.
• Updating Distributors of financial markets, Mutual Fund product & services.
• Maintain superior sales support & services for higher market share.
• Achieve Maximum Market Share for allocated Distributors.
• Relationship management and brand building exercises that enhance visibility and goodwill

Job Requirements:

• 3-6 years of relevant selling experience.
• Proven record of client value creation.
• Experience of IFA/MFD Channel Sales & relationship building for
• Exemplary communication and client engagement skills
• Domain knowledge of investments / mutual funds necessary.