IFA Sales Specialist
Randstad IndiaMumbai, Maharashtra, IndiaJob Title : IFA Sales RM
Key Responsibilities :
1. Business Development :
o Identify and onboard new IFAs and financial intermediaries to expand the distribution
network.
o Generate leads for PMS and AIF products through existing and new relationships.
2. Sales Execution :
o Achieve sales targets for PMS and AIF products.
o Conduct client meetings presentations and portfolio reviews with IFAs and their clients.
3. Relationship Management :
o Build and maintain strong relationships with IFAs wealth managers and distribution
partners.
o Provide timely support and product insights to ensure client satisfaction.
4. Product Expertise :
o Act as a subject matter expert on PMS and AIF offerings staying updated on market trends
and product features.
o Educate IFAs and their teams on product benefits investment strategies and performance.
5. Compliance and Reporting :
o Ensure adherence to regulatory guidelines and company policies.
o Prepare and share regular sales and performance reports with senior management.
Key Skills
Data Entry,Customer Service,Account Executives,Email,Product Knowledge,Account Management,Communication,CRM,Salesforce,Phone Calls,RFP,Sales Goals,Powerpoint,Technical Support,Sales Support
Employment Type : Full Time
Experience : years
Vacancy : 1