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Full Time

Area Manager IFA/ 3 months ago

India

We are looking for Area Manager IFA

Role: Area Manager IFA

  • Location: Chennai, Ahmedabad, Mumbai, Pune, Surat, Delhi
  • Experience: Minimum 2 years
  • Industry: Bank, NBFC, Wealth Management

Job Description:

The role involves increasing the Company’s Partner (IFA) base, providing proper hand-holding and training to Channel Partners, and achieving productivity from channels in Portfolio Management Services (PMS), Broking A/Cs, and Mutual Fund distribution. The Area Manager IFA is responsible for achieving assigned business targets in terms of cross-selling, enhancing and upgrading High Net Worth relationships, and executing “Recognition Initiatives” to encourage more business from channels.

Key Deliverables:

  • Achieving productivity from channels in Portfolio Management Services (PMS), Broking A/Cs, and Mutual Fund distribution.
  • Achieving assigned business targets in terms of cross-selling, enhancing and upgrading High Net Worth relationships.
  • Providing full involvement to support IFA’s clients and maintain long-term relationships with them.
  • Sales and advisory.
  • Partner and client meetings.
  • CRM.

Interested candidates can send their CV to the given email address and also comment “I am Interested”
Email ID: pooja.r@boyenhaddin.com

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