Client Relationship Manager

Avani Consulting; Gujarat; On-site; INR 1,080,000 - 1,320,000; Full time

Job summary

Avani Consulting is seeking an IFA Channel Manager for Mutual Funds in a franchised sales model. You will oversee sales to IFAs, advise on fund selections, and train distributors to strengthen knowledge and client interaction.

The role requires 3–8 years of experience with Graduate/PG in Finance and preferred NISM certifications. Up to ₹12 LPA, based in Gujarat, India, with an on-site work setting and active distributor engagement.

Qualifications

• Graduate or postgraduate in finance or a related field.
• NISM certifications (if applicable) preferred.
• Experience in mutual funds distribution or sales is advantageous.

Responsibilities

• Manage sales for IFAs assigned to you.
• Advise IFAs on suitable mutual fund products for their clients.
• Build strong relationships with IFAs through meetings and training.
• Disseminate marketing materials like fact sheets and brochures.
• Provide updates on products, trends, and regulatory changes to IFAs.
• Serve distributors by addressing queries and ensuring timely resolution.
• Develop long-term relationships with key distributors to sustain business.
• Monitor competitors and strategize to maintain market share.
• Organize events, conferences, and training for IFAs to promote brand recall.

Skills

Sales

Relationship management

Mutual funds

Client training

Market awareness

Education

Graduate/Postgraduate in Finance

NISM certification preferred

Job description

Job Title: IFA Channel Manager Mutual Funds B2B Sales(Franchisee Channel Sales)

Experience Required: 3 to 8years

CTC Offered: Up to ₹12LPA

Key Responsibilities:

• Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you.
• Advise IFAs on suitable mutual fund products tailored to their clients' needs.
• Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions.
• Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness.
• Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed.
• Service distributors by addressing their queries and ensuring timely resolution.
• Develop long-term relationships with key distributors to drive consistent business.
• Monitor competitor activity and strategize countermeasures to maintain market share.
• Organize events, conferences, and training sessions for IFAs to promote brand recall and knowledge enhancement.
• Collaborate with distributors to enhance their soft skills in communication and client interaction.

Qualifications:

• Graduate/Postgraduate in Finance or related fields.
• NISM certifications (if applicable) are preferred.