Relationship Manager- IFA/MFD Channel

Mumbai
Mumbai Suburban
Goregaon
Full-Time
Junior: 2 to 6 years
4L - 7L (Per Year)
Posted on Dec 05 2024

About the Job

Skills

NISM
Mutual fund sales
MFD
IFA
IFA Acquisition
Asset Management
AUM
B2B sales

- Develop and implement strategy to achieve planned growth objectives for the IFA

channel.

- Acquisition of New IFAs in the system for B2B sales, which needs to be a continuous

and ongoing process.

- Activate IFAs thought regular knowledge sessions to empower them to build sizable

AUM.

- Develop, execute, and manage retail strategy and tactical business plan, considering the

market opportunity/growth potential, competitor activity, existing capabilities, and

risk appetite.

- Ensuring that there is consistent mobilization achieved for all the schemes of the

company.

- Assume full accountabilities for all aspects of sales in their respective channel.

- Help in establishing and communicating a strong and vibrant brand.

- Ensuring increase in Market share in the IFA channel business.

- The primary responsibility of an RM is selling products at the location assigned and;

exploring new areas in and around the identified location.

- Focus on building relationships and strong stakeholder connect for generating sales.

- Responsible for achieving Sales Targets,Sales patterns in the market.

- Market & industry analysis, Generating & increasing sales.

- Prospecting of customers through new client acquisition, networking, and business

references in an open market.

- To penetrate all targeted key accounts and originate upselling opportunities.

- Ensure adherence to sales processes and requirements.

- Achievement of monthly, quarterly & yearly business plan

- Plan and carry out effective distributor engagement activities & training programs on a

periodic basis.

About the company

A complete staffing solution for your business.

Industry

Human Resources Services

Company Size

2-10 Employees

Headquarter

Ludhiana, Punjab

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