Area Manager - IFA

Job Description for Area Manager - Investment Products

Individual financial Advisor - IFA

SUMMARY : - Passion for channel business, relationships and qualitative value addition in business IFA’s and their clients, competition, other stakeholders

ROLES & RESPONSIBILITIES : - Empanelment of IFAs based on Eligibility criteria designed by the company. Supporting IFAs in terms of Joint calls / Training programs etc. for driving sales and meet the revenue target from the mapped IFA’s Providing continuous support to the IFAs on day on day Drive IFA Engagement process Timely Resolution of IFA’s queries To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED :

Qualifications : - An MBA / PGDM – (Finance / Marketing) Degree holder or focused education in Financial planning / Wealth Management. Other qualifications like CFP will be an advantage.

Desired Skill Set : Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients Good oral and written communication skills with clarity of thought, speech and expression Good interpersonal skills Good Analytical Skills General Competencies : Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented