opening For Individual financial Advisor - IFA

Dear Applicants ,

We are looking for guy who is having Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders

ROLES & RESPONSIBILITIES: -

• 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.

JOB SPECIFICATIONS REQUIRED:

Qualifications: -

An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Desired Skill Set:

• Ability to inspire trust and confidence in clients.

• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.

• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.

• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients

• Good oral and written communication skills with clarity of thought, speech and expression

• Good interpersonal skills

• Good Analytical Skills

Interested candidates can share their cv to gorre.tharani@motilaloswal.com.