▷ [11 / 10 / 2025] Area Manager - IFA

Job Description for Area Manager - Investment Products

Individual financial Advisor - IFA

SUMMARY : - Passion for channel business, relationships and qualitative value addition in business IFA’s and their clients, competition, other stakeholders

ROLES & RESPONSIBILITIES : -  Empanelment of IFAs based on Eligibility criteria designed by the company.  Supporting IFAs in terms of Joint calls / Training programs etc. for driving sales and meet the revenue target from the mapped IFA’s  Providing continuous support to the IFAs on day on day  Drive IFA Engagement process  Timely Resolution of IFA’s queries  To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.  To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.  To conduct and assist in organizing seminars, workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED :

Qualifications : - An MBA / PGDM – (Finance / Marketing) Degree holder or focused education in Financial planning / Wealth Management. Other qualifications like CFP will be an advantage.

Desired Skill Set :  Ability to inspire trust and confidence in clients.  Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.  A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.  Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients  Good oral and written communication skills with clarity of thought, speech and expression  Good interpersonal skills  Good Analytical Skills General Competencies :  Positive attitude, socially effective, high level of perseverance and patience  Assertive & hard working  Result oriented