Wealth Manager/ IFA

Role & responsibilities

• Acquire, onboard, develop, and manage new channel partners and IFAs.
• Handle and manage HNI / Ultra HNI clients.
• Develop business through channel partners and IFA relationships and strengthen existing relationships.
• Demonstrate sound understanding of Wealth Management products such as Mutual Funds, Bonds, PMS, AIFs, and other third-party financial products.
• Generate business through secondary bonds and third-party financial products.
• Achieve annual revenue, AUM, and strategic product targets for the assigned geography.
• Conduct partner / IFA training and product awareness sessions.
• Drive product penetration and revenue growth.
• Regularly review client portfolios and provide suitable investment insights and recommendations.
• Build a strong network of IFAs, channel partners, and clients within the assigned market and identify new business opportunities

Preferred candidate profile

2+ years of experience in Wealth Management / B2B Channel Sales / IFA Channel.

Qualification

MBA / PGDM / Graduate

Open Locations :-

1. Surat

2. Varanasi

3. Indore

4. Guwahati

5. Bhubaneswar

6. Patna

7. Ranch

8. Coimbatore

9. Jaipur

10. Bhopal

11. Nagpur

12. Agra

13. Rajkot

14. Jamshedpur