Area Manager - IFA

Motilal Oswal Financial Services (MOFSL); Mumbai; Vor Ort; INR 1.200.000 - 2.400.000; Vollzeit

Zusammenfassung

Motilal Oswal Financial Services (MOFSL) is seeking a dynamic professional to mentor and drive the area sales team through the IFA channel. You will engage with IFAs, influence them to sell MOFSL products, and conduct seminars for IFAs and clients on MF, PMS, PE, AIF and more.

You will achieve AUM and revenue targets, maintain relationships with IFAs, recruit new ones, and build a high-performing team while ensuring top-class servicing and training.

Qualifikationen

• Post Graduate degree is required.
• 3+ years in sales of investment products through IFA channel.
• Team handling experience recommended.
• Strong understanding of market pulse and indirect channel.
• Proficiency in MS Office and BI applications.

Aufgaben

• Achieve given AUM and revenue targets.
• Maintain relationships with IFAs and recruit new ones.
• Recruit and lead the sales team to meet targets.
• Provide sales support, product training and client seminars.

Kenntnisse

Sales

IFA channel

MS Office

BI tools

Ausbildung

Post Graduate

Tools

BI Applications

Jobbeschreibung

Job Purpose

Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products.

Key Deliverables

1. Achieve given AUM and Revenue targets

2. Maintain relationships with the existing network of IFAs

3. Recruit potential new IFAs

4. Manage, recruit and drive the sales team for meeting efforts and performance targets.

5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars

6. Build up team as per defined organization structure

Preferred candidate profile

Role Requirements

• Educational Qualifications: Post Graduate
• Experience: 3+ Years in sales of investment products through IFA channel.
• Team handling experience: Recommended
• Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
• IT Skills: MS Office and Business Intelligence Applications