Client Relationship Manager

*Job Title: IFA Channel Manager Mutual Funds B2B Sales(Franchisee Channel Sales)*

*Job Location: Surat / Vadodara*

*Experience Required: 3 to 8years*

*CTC Offered: Up to ₹12LPA*

*Key Responsibilities:*

Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you.

Advise IFAs on suitable mutual fund products tailored to their clients' needs.

Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions.

Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness.

Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed.

Service distributors by addressing their queries and ensuring timely resolution.

Develop long-term relationships with key distributors to drive consistent business.

Monitor competitor activity and strategize countermeasures to maintain market share.

Organize events, conferences, and training sessions for IFAs to promote brand recall and knowledge enhancement.

Collaborate with distributors to enhance their soft skills in communication and client interaction.

Qualifications:

Graduate/Postgraduate in Finance or related fields.

NISM certifications (if applicable) are preferred.

*How to Apply: Interested candidates can apply directly by uploading your updated resumes on this job post or email/call us at*

EMail ID:- [email protected]

Ph no :- 9917283370

*Best regards!!*

*Aanchal Chowdhury Recruitment Executive.*