Relationship Manager- IFA

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