Premium Employer

i

This company page is being actively managed by upGrad Team. If you also belong to the team, you can get access from here

upGrad Verified Tick

Compare button icon Compare button icon Compare

Proud winner of ABECA 2024 - AmbitionBox Employee Choice Awards

zig zag pattern zig zag pattern
filter salaries All Filters

73 upGrad Jobs

Head - IFA/Wealth Management - Mutual Fund Distribution - West (10-15 yrs)

10-15 years

Head - IFA/Wealth Management - Mutual Fund Distribution - West (10-15 yrs)

upGrad

posted 5d ago

Job Role Insights

Flexible timing

Job Description

Roles :

He/ She Will be responsible for developing and managing the mutual fund distribution business through the IFA channel. The role involves building strong relationships with IFAs, driving business growth, and ensuring alignment with the company's strategic objectives.

Key Responsibilities:

Business Development:

- Drive the acquisition and onboarding of IFAs to expand the distribution network.

- Develop strategies to increase sales of mutual fund products through the IFA channel.

- Identify and explore new markets for expansion and penetration.

Relationship Management:

- Build and nurture strong relationships with existing IFAs to drive consistent business growth.

- Address queries, provide timely support, and enhance IFA satisfaction.

- Organize IFA engagement programs, events, and training sessions.

Channel Performance Management

- Monitor and analyze performance metrics of IFAs to identify areas of improvement.

- Develop incentive structures to motivate and retain high-performing IFAs.

- Ensure achievement of sales targets in alignment with company goals.

Team Leadership

- Lead and mentor a team of sales and support professionals working in the IFA channel.

- Conduct regular team meetings, training, and performance reviews. Compliance and Governance

- Ensure adherence to all regulatory and compliance requirements related to mutual fund distribution.

- Maintain ethical practices and protect the company's reputation in the market.

Experience

- Minimum 8-12 years of experience in mutual fund distribution, with a focus on the IFA channel , from distribution companies or stock broking firms.

- Proven track record of achieving sales targets and driving business growth.

- Experience in team management and leadership roles


Functional Areas: Other

Read full job description

Prepare for Distribution roles with real interview advice

What people at upGrad are saying

What upGrad employees are saying about work life

based on 1.8k employees
56%
62%
71%
98%
Flexible timing
Monday to Friday
No travel
Day Shift
View more insights

upGrad Benefits

Submitted by Company
Our door is always open for you
With you throughout
You become the owners
Your career, your move
Referral benefits
No cost for upskilling yourself
Submitted by Employees
Free Food
Health Insurance
Work From Home
Job Training
Cafeteria
Education Assistance +6 more
View more benefits

Compare upGrad with

Simplilearn

3.2
Compare

Unacademy

3.0
Compare

BYJU'S

3.1
Compare

Great Learning

3.7
Compare

Imarticus Learning

4.2
Compare

Jigsaw Academy

3.6
Compare

NIIT

3.6
Compare

Edureka

3.2
Compare

Manipal ProLearn

5.0
Compare

TALENTEDGE

3.3
Compare

Hughes Net Global Education

3.9
Compare

Eruditus Executive Education

3.5
Compare

Whitehat jr

3.5
Compare

Extramarks Education

3.5
Compare

Planet Spark

3.7
Compare

Physicswallah

3.8
Compare

Vedantu

3.4
Compare

Next Education India

3.7
Compare

Skill Lync

3.1
Compare

LEAD School

3.3
Compare

Similar Jobs for you

Distribution at Rekrut India Consulting

8-15 Yrs

₹ 30-60 LPA

Sales Head at upGrad

10-18 Yrs

₹ 35-50 LPA

Wealth Head at Talengage

9-15 Yrs

₹ 15-40 LPA

Chief Investment Officer at Hireex Consultants

10-15 Yrs

₹ 50-80 LPA

Head at People Impact

9-15 Yrs

₹ 30-50 LPA

Business Development Head at Recruise India Consulting

10-19 Yrs

₹ 30-70 LPA

Officer at Rize People Konnect Pvt. Ltd.

5-8 Yrs

₹ 20-30 LPA

Relationship Manager Sales at Ksema Wealth Pvt Ltd

2-10 Yrs

Not Disclosed

Assistant Vice President at COE Solution

5-10 Yrs

₹ 20-32 LPA

Distribution at 13 Keys Consultants

8-14 Yrs

₹ 35-50 LPA

upGrad Mumbai Office Location

View all
Mumbai Office
Headquarter
Ground Floor, Nishuvi 75 Dr. Annie Besant Road Worli, Mumbai – 400018 Mumbai
400018

Senior Admission Counselor

1-4 Yrs

₹ 4 - 7L/yr

Chennai

17hr ago·via naukri.com

Admission Counsellor

0-1 Yrs

₹ 0.5 - 3L/yr

Gurgaon / Gurugram

17hr ago·via naukri.com

Sr Associate- SAP (Project Management)

3-8 Yrs

₹ 12 - 15L/yr

Mumbai

18hr ago·via naukri.com

Asst Manager- Account Receivable

2-7 Yrs

₹ 11 - 13L/yr

Mumbai

21hr ago·via naukri.com

Sr Associate- Direct Tax

1-6 Yrs

₹ 7 - 8L/yr

Mumbai

21hr ago·via naukri.com

Instructor - Data Science, Offline Learning Centres

5-10 Yrs

Bhopal, Haldwani, Jaipur

22hr ago·via naukri.com

MIS Associate

1-4 Yrs

Mumbai

1d ago·via naukri.com

Intern Operations

0-1 Yrs

₹ 0.5 - 1.75L/yr

Mumbai

1d ago·via naukri.com
write
Share an Interview