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Executive / Sr. Executive / Associate / Sr. Associate,IFD/ IFA Channel
Skills
2 months ago
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Important information
Contract type:
Permanent
Location:
Ahmedabad, Gujarat, India
Work mode:
Onsite
Published on:
19 August 2026
What they need
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs)
Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.)
Training and driving IFDs to achieve sales of financial products on ongoing basis
The person should have good understanding of client (IFDs) needs in Primary market products
Acquiring new IFDs & advising them on primary market products
Organising events to develop the Business of IFDs.
Skills / Experience
Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel.
Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
IT Skills: MS Office and Business Intelligence Applications.
Experience in Recruiting &Handling IFDs,IFA, Franchisee, Knowledge ofEquity/ Stocks/ Shares,Knowledge of Investments products -Mutual Funds,PMS, Stock Broking,Corporate FD, Portfolio Management Services
Location - Mumbai, Hyderabad, Ahmedabad, Pune, Lucknow, Telangana, Indore, Surat, Vadodra, Kochi, Trivendrum, Coimbatore
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