Job Description for Area Manager - Investment Products

- Individual financial Advisor - IFA

Summary :

- Passion for channel business, relationships and qualitative value addition in business IFA's and their clients, competition, other stakeholders

Roles & Responsibilities :

- Empanelment of IFAs based on Eligibility criteria designed by the company.

- Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFA's

- Providing continuous support to the IFAs on day on day

- Drive IFA Engagement process

- Timely Resolution of IFA's queries

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

Job Specifications Required :

Qualifications :

- An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Desired Skill Set :

- Ability to inspire trust and confidence in clients.

- Knowledge of PMS & AIF.

- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.

- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.

- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients

- Good oral and written communication skills with clarity of thought, speech and expression

- Good interpersonal skills

- Good Analytical Skills

- General Competencies:

- Positive attitude, socially effective, high level of perseverance and patience

- Assertive & hard working

- Result oriented

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.