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
