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Executive / Sr. Executive / Associate / Senior Associate

Executive / Sr. Executive / Associate / Senior Associate

ConfidentialPune, Lucknow, Indore
30+ days ago
Job description
  • 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
  • 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 of Equity / Stocks / Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services

    • Skills Required

    Mutual Funds, Pms, Broking

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    Sr Executive • Pune, Lucknow, Indore

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