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Associate - Retail Wealth (IFD) in a leading @ Leading Financial

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 Associate - Retail Wealth (IFD) in a leading

  •   Ahmedabad,Gujarat, Rajkot,Gujarat, Surat,Gujarat

Job Description

Roles and Responsibilities

  • The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with company.
  • Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.)
  • Training and driving IFDs to achieve sales of financial products on ongoing basis.
  • Organising events to develop the Business of IFDs.
  • Acquiring new IFDs & advising them on primary market products.



Desired Candidate Profile

  • The person should have good understanding of client (IFDs) needs in Primary market products.
  • Local candidate for the location applying.
  • Good contact among CA, Bankers, Ex-Wealth Advisors and Insurance Advisors.

Mandatory : NISM V-A Certification

Job Classification

Industry: Financial Services (Broking)
Functional Area: Financial Services (Broking)
Role Category: Enterprise & B2B Sales
Role: Area Sales Manager (B2B)
Employement Type: Full time

Contact Details:

Company: A leading financial
Location(s): Multi-City, India

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 Fraud Alert to job seekers!

₹ -8 Lacs P.A

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Leading Financial

About companyOur client is a leading financial brand in India having 22 Cos. in group and being counted among Preferred Employer. For interactive session share your CV on WhatsApp : 89019 51515 (CHAT only)You may use this link to chat on WhatsApp:https://wa.me/...