IFA Global - Relationship Manager - Sales (5-7 yrs)
- Responsible for New Client Acquisition for FX Managed Futures Product of IFA GLOBAL. This product has a track record of 2.5 years with a CAGR of 17%. It's a new product but niche.
- Should have network with Distributors who can be approached for selling our FX Product.
- Should have experience in Selling Large ticket Mutual Funds and other Investment Products & managing High / Ultra High Net Worth customers
- Analyse client portfolios and make necessary overall suggestions of financial planning and asset allocations.
- Candidate should have overall experience in maintaining relationships with IFAs, Family offices, distributors and HNI Network.
- Work experience of 5-7 years with Wealth Management Firm or Firms selling 3rd Party Financial Products is a must.
- Candidate should be confident and proactive in corporate meetings. He/ She needs to ensure highest levels of customer service to these HNI customers and fix meetings with the Distributors for ED and Directors.