Senior Relationship Manager - IFA
ConfidentialMumbai30+ days ago
Job descriptionBachelor's degree in Finance, Business Administration, or a related field; a Master's degree is preferred. 3-5 years of experience in relationship management, preferably in the financial services sector. Strong understanding of financial products and services, particularly mutual funds, insurance, and investment strategies. Excellent communication and interpersonal skills to build rapport with IFAs and clients. Proficient in using CRM software and Microsoft Office Suite for reporting and analysis.
We are seeking a Senior Relationship Manager - IFA to join our team in India. The successful candidate will be responsible for managing and enhancing relationships with Independent Financial Advisors, driving business growth, and providing exceptional service to our clients.
Responsibilities
- Build and maintain strong relationships with Independent Financial Advisors (IFAs) to drive business growth.
- Identify and onboard new IFAs to expand the client base.
- Provide training and support to IFAs on product offerings and market trends.
- Conduct regular meetings with IFAs to understand their needs and provide appropriate solutions.
- Collaborate with internal teams to ensure seamless service delivery to IFAs and their clients.
Skills and Qualifications
Skills Required
Client Management, Financial Analysis, investment strategies, Risk Assessment, Portfolio Management
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Relationship Manager • Mumbai
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