// Urgent Hirirng For Manager / Sr. Manager Independent Financial //
Location- Jaipur, Pune, Mumbai
Profile: Manager / Sr. Manager Independent Financial
Experience- 2 years
Ctc- upto 7 Lpa (Depends on interview)
Working Days- 6 days
Reporting To: National Head
Key Responsibilities:
- Strategic Planning and Leadership:
- Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.
- Identify and capitalize on new business opportunities to expand the IFA network.
- Provide strategic insights and recommendations to senior management for scaling the business.
- 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.
- Sales and Business Development:
- 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 market trends, competition, and client feedback to identify gaps and opportunities.
- 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 2 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.
