Executive / Sr. Executive / Associate / Senior Associate

ConfidentialThiruvananthapuram / Trivandrum, Vadodara

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

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

Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel.

Domain Knowledge : Understanding of market pulse, trade knowledge, understanding of the indirect channel

IT Skills : MS Office and Business Intelligence Applications

Skills Required

Mutual Funds, Pms, Broking

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Sr Executive • Thiruvananthapuram / Trivandrum, Vadodara

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