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Relationship Manager- IFA

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Relationship Manager- IFA

Lavya Associates HR Services

Relationship Manager- IFA

1 month ago

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Important information


Contract type:

Permanent

Location:

Delhi, India

Work mode:

Onsite

Published on:

28 September 2026

What they need


Job Summary

We have an urgent opening with most of the leading brand in Mutual Funds.

Responsibilities

  • Build and maintain strong, long-term relationships with IFA partners.
  • Regularly communicate with distributors to understand their needs and concerns.
  • Address issues and provide support to ensure smooth operations and client satisfaction.
  • Identify and onboard new IFA partners to expand the distribution network.
  • Deepen market penetration in specific geographies.
  • Generate leads and drive sales through various initiatives.
  • Achieve set sales targets through consistent sales efforts.
  • Develop and implement annual, quarterly, monthly, or weekly sales plans and initiatives.
  • Monitor sales performance and identify areas for improvement.
  • Ensure distributors have a thorough understanding of products and investment strategies.
  • Provide support on marketing materials, product information, and investment strategies.
  • Coordinate and lead distributor events, training initiatives, and investor education programs.
  • Stay informed about market trends and industry developments.
  • Identify new opportunities and adapt strategies accordingly.
  • Analyze market data and provide insights to improve sales performance.

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