Team Member - KCP - IFA
Kotak Securities · Chandigarh · onsite · Posted 26d ago
₹5.0L - ₹7.5L PA4–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Identify and acquire new Independent Financial Advisors (IFAs) to expand the distribution network.
- Build and maintain strong relationships with IFAs to drive consistent mutual fund sales.
- Conduct regular meetings, training sessions, and product updates for IFAs to enhance engagement and knowledge.
- Achieve sales targets through IFAs by offering product solutions and business development support.
- Ensure proper documentation and compliance during IFA onboarding and transactions.
- Monitor performance metrics, track IFA productivity, and ensure timely issue resolution.
- Coordinate with internal teams to provide operational and service support to IFAs.
- Stay updated with regulatory changes, market trends, and competitor strategies.
Sourced from naukri
Skills
Channel SalesDistributor SalesIfa SalesDistribution Channel Sales
About Kotak Securities
Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
₹5L – ₹7.5L PA
This role
About
Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.
Industries
Financial Services
Employee ratings
10 reviews
3.6/ 5
Culture
2.8
Career growth
3.0
Work-life
3.7
Employees rate it well for
Work-Life Balance36Overall Company36
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