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Relationship Manager - IFA
ConfidentialBengaluru / Bangalore30+ days ago
Job descriptionIFA Relationship Management : Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met Collaborate with IFAs to understand their business goals, investment strategies, and client profiles Business Development : Identify new business opportunities with IFAs to expand our product and service offerings Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients Client Support and Education : Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions Conduct training sessions, seminars, and presentations to educate IFAs on our products and services Sales and Performance Metrics : Collaborate with IFAs to set performance targets and sales goals Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets Market Insights and Research : Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry Provide IFAs with timely insights and research to support their decision-making
Skills Required
Client Management, Team Management, Relationship Management, Sales
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Relationship Manager • Bengaluru / Bangalore
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