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Relationship Manager- IFA
ConfidentialVadodara30+ days ago
Job descriptionExperience in financial services, especially mutual funds, insurance, or wealth management Understanding of financial products and IFA business models Strong communication and relationship-building skills Ability to meet targets and work independently Bachelor's degree in Finance, Business, or a related field (preferred) Good presentation and training skills Self-driven and proactive Problem-solving attitude Customer-first approach
Key Responsibilities :
- Build strong relationships with Independent Financial Advisors (IFAs)
- Onboard new IFAs and train them on our products and systems
- Help IFAs understand and sell our investment or insurance products
- Provide regular updates, product information, and support
- Ensure IFAs meet their sales targets and assist them where needed
- Resolve queries and provide excellent service to IFAs
- Stay updated with market trends and competitor offerings
- Work closely with internal sales, operations, and support teams
Requirements :
Soft Skills :
Skills Required
Problem-solving, Mutual Funds, Insurance
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Relationship Manager • Vadodara