Area Manager

Credicus Business Services; Kolkata District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Credicus Business Services in Kolkata is hiring an Area Manager to drive growth through the IFA channel. You will manage and expand IFA relationships, achieve AUM and revenue targets, recruit new IFAs, and lead the sales team.

Responsibilities include training and mentoring IFAs, promoting investment products (Mutual Funds, PMS, AIF, Bonds, Insurance, Direct Equity), and ensuring compliant, excellent partner servicing.

Qualifications

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

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.

Skills

Mutual Funds Knowledge

PMS Knowledge

AIF Knowledge

Bonds Knowledge

Insurance Knowledge

Capital Markets Knowledge

Job description

Area Manager IFA Investment Products

Location: Kolkata

Contact: Priyanka A- 7875990932

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.