WEALTH MANAGER / IFA

WEALTH MANAGER / IFA

Open Locations

1. Surat

2. Coimbatore

3. Vadodara

4. Jaipur

Qualification

MBA / PGDM / Graduate

Experience

2 to 5 years of experience in Wealth Management / B2B Channel Sales / IFA Channel

What Were Looking For

Experience in B2B Channel Sales / IFA Channel, preferably in the Wealth Management industry

Excellent communication and relationship-building skills

Strong knowledge of financial products, markets, and the local market

Ability to build and maintain strong relationships with channel partners, IFAs, and HNI / Ultra HNI clients

Key Responsibilities

Acquire, onboard, develop, and manage new channel partners and IFAs.

Handle and manage HNI / Ultra HNI clients.

Develop business through channel partners and IFA relationships and strengthen existing relationships.

Demonstrate sound understanding of Wealth Management products such as Mutual Funds, Bonds, PMS, AIFs, and other third-party financial products.

Generate business through secondary bonds and third-party financial products.

Achieve annual revenue, AUM, and strategic product targets for the assigned geography.

Conduct partner / IFA training and product awareness sessions.

Drive product penetration and revenue growth.

Regularly review client portfolios and provide suitable investment insights and recommendations.

Build a strong network of IFAs, channel partners, and clients within the assigned market and identify new business opportunities.