AVP– Independent Financial Advisor (IFA)

Job Description:

Description:AVP– Independent Financial Advisor (IFA)
Location: Ahmedabad
Reporting To: Director
Employment Type: Full-Time
Key Responsibilities:
1. Strategic Planning and Leadership:
• Develop and execute the sales strategy to drive business growth through the
Independent Financial Advisor (IFA) channel.
• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.
• Identify and capitalize on new business opportunities to expand the IFA network.
• Provide strategic insights and recommendations to senior management for scaling the
business.
2. Relationship Management:
• Build and nurture strong relationships with IFAs to ensure high engagement and
retention.
• Address concerns and provide solutions to IFAs to ensure satisfaction and long-term
collaboration.
• Conduct regular meetings, training, and workshops to keep IFAs updated about
products and services.
3. Sales and Business Development:
• Drive B2B sales by onboarding and activating high-performing IFAs.
• Collaborate with the product and marketing teams to design value propositions tailored
for the IFA segment.
• Analyze markettrends, competition, and clientfeedback to identify gaps and
opportunities.
4. Compliance and Reporting:
• Ensure adherence to regulatory guidelines and organizational policies in all sales
activities.

• Prepare and present periodic sales reports, forecasts, and performance analyses to the
management.
• Collaborate with compliance teams to ensure IFAs follow all necessary regulations and
processes.
Qualifications and Skills Required:
• Bachelor’s/Master’s degree in Business Administration, Finance, or a related field.
• Minimum 8 years of experience in B2B sales, in wealth management industry.
• Proven track record of managing and growing the IFA network.
• Strong understanding of financial products, including mutual funds, insurance, and
portfolio management services.
• Excellent communication, negotiation, and relationship-building skills.
• Proficiency in using CRM tools, MS Office, and data analytics software.
• Strategic thinker with strong leadership and team management capabilities.
Key Competencies:
• Goal-oriented and results-driven approach.
• Ability to manage multiple priorities and thrive in a fast-paced environment.
• Strong problem-solving and decision-making skills.
• Adaptability and willingness to embrace change.