Area Manager

Credicus Business Services

Bangalore Rural

On-site

INR 1,200,000 - 1,800,000

Full time

14 days+

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Job summary

Credicus Business Services is seeking an Area Manager IFA Investment Products in Bengaluru to drive business through the IFA channel. You will manage and expand IFA relationships, achieve AUM and revenue targets, recruit new IFAs, and lead the sales team to deliver investment products across Mutual Funds, PMS, AIF, Bonds, Insurance and more.

You will conduct product training, investor seminars, and ensure exceptional partner servicing and compliance while building a high-performance sales

Qualifications

  • Strong knowledge of Mutual Funds, PMS, AIF, Bonds, Insurance.
  • Excellent relationship management and communication skills.
  • Experience in recruiting IFAs and leading sales teams.

Responsibilities

  • Drive AUM and revenue growth.
  • Manage and acquire IFA partners.
  • Lead and mentor the sales team.
  • Promote investment products across the IFA channel.
  • Conduct product training and investor seminars.
  • Ensure partner servicing and compliance.

Skills

Relationship management
Communication skills
Sales leadership
Team mentoring

Job description

Area Manager IFA Investment Products

Location: Bengaluru

We are hiring an Area Manager to drive business through the IFA (Independent Financial Advisor) channel. The role involves managing and expanding IFA relationships, achieving AUM and revenue targets, recruiting new IFAs, and leading the sales team.

Key Responsibilities:

  • Drive AUM and revenue growth.
  • Manage and acquire IFA partners.
  • Lead and mentor the sales team.
  • Promote Mutual Funds, PMS, AIF, Bonds, Insurance, Direct Equity, and other investment products.
  • Conduct product training and investor seminars.
  • Ensure excellent partner servicing and compliance.

Requirements:

  • Strong knowledge of Mutual Funds, PMS, AIF, Bonds, Insurance, and Capital Markets.
  • Excellent relationship management and communication skills.

Keywords: IFA Sales, Area Manager, Wealth Management, Mutual Funds, PMS, AIF, Channel Sales, Business Development, Investment Products, AUM, Team Handling.

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