Cluster Manager_Mumbai
Job Description:
Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products.
- Achieve given AUM and Revenue targets
- Maintain relationships with the existing network of IFAs
- Recruit potential new IFAs
- Manage, recruit and drive the sales team for meeting efforts and performance targets.
- Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars
- Build up team as per defined organization structure
Desired Profile / Criteria / Skills :
- Educational Qualifications: Post Graduate
- Experience: 5+ Years in sales of investment products through IFA channel.
- Team handling experience: Needed
- Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
- IT Skills: MS Office and Business Intelligence Applications
Company Profile
A leading diversified organization headquartered in Mumbai, India, with a strong presence across wealth management, capital markets, and investment banking domains. The company is recognized for its innovative investment solutions, research-driven approach, and customer-centric advisory expertise. With a robust nationwide network and a legacy of excellence, it continues to empower investors through technology-enabled platforms and market expertise. The organization is known for its dynamic work culture, continuous learning environment, and strong career growth opportunities for professionals.
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