Relationship Manager- IFA

ConfidentialBengaluru / Bangalore

30+ days ago

Job description

IFA Relationship Management : Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met

Collaborate with IFAs to understand their business goals, investment strategies, and client profiles

Business Development : Identify new business opportunities with IFAs to expand our product and service offerings

Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients

Client Support and Education : Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions

Conduct training sessions, seminars, and presentations to educate IFAs on our products and services

Sales and Performance Metrics : Collaborate with IFAs to set performance targets and sales goals

Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets

Market Insights and Research : Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry

Provide IFAs with timely insights and research to support their decision-making

Skills Required

demonstrating, investment strategies, performance metrics

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Relationship Manager • Bengaluru / Bangalore

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