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Relationship Manager- IFA
ConfidentialIndore30+ days ago
Job descriptionExperience in financial services, especially with IFAs or wealth management Good understanding of financial products like mutual funds, insurance, or investments Excellent communication and interpersonal skills Ability to work independently and meet targets Bachelor's degree in finance, business, or related field preferred Proactive and customer-oriented Strong presentation and training skills Problem-solving mindset Good relationship-building ability
Key Responsibilities :
- Build and maintain strong relationships with IFAs
- Educate and guide IFAs about our products and services
- Help IFAs grow their business by providing timely support and solutions
- Monitor IFA sales performance and help them meet targets
- Address queries and resolve issues faced by IFAs promptly
- Share market updates and product knowledge regularly with IFAs
- Coordinate with internal teams to ensure smooth operations
Requirements :
Soft Skills :
Skills Required
Proactive, Mutual Funds, Insurance
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Relationship Manager • Indore
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