Urgent job opening for RM-IFA for one the leading banking & financial company for Surat & Baroda location

RM-IFA

2 Nos.
132462
Full Time
4.0 Year(s) To 7.0 Year(s)
9.00 LPA TO 13.00 LPA
Sales / BD
Banking/Financial Services
B.Com - Commerce; MBA/MMS/MPM/PGDM - Finance
Job Description:

.  Key Accountabilities

1. Responsible for Sales for set of IFA's mapped to him.

2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling

3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors

4. Should be completely updated on the various products and markets situation and scenario

5. Responsible for Distributor Servicing for the assigned distributors

6. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc.

7. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business

8. Should be able to close the sales call by working closely with more experienced sales representative in case of need required

9. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market

10. Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall

11. Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis

Company Profile

A premier asset management firm in India, it specializes in delivering a diverse range of mutual fund solutions, portfolio management services, and international advisory across equity, debt, and real estate. Founded as a joint venture between leading financial institutions, it is celebrated for its consistent investor-centric approach, strong risk-adjusted performance, and countrywide reach. Responding to market evolution, it now also integrates private equity and real estate management under a unified platform.

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