Executive / Sr. Executive / Associate / Sr. Associate,IFD/ IFA Channel

Quick Turtle; Mumbai, Hyderabad, Ahmedabad District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Quick Turtle is seeking a sales and training professional to identify and empanel CAs, ex-bankers, ex-wealth advisors, and insurance agents as Independent Financial Distributors (IFDs/IFAs) in Mumbai and other cities. You will train IFDs to use the digital platform and app to understand primary market products, and you will drive ongoing sales through the channel.

The role requires recruiting and organizing events to grow the IFD network and to tailor solutions to client needs across Mutual

Qualifications

• 2+ years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs/IFAs & Franchise channel.
• Domain knowledge of market pulse, trade knowledge, indirect channel understanding.
• Proficient with MS Office; experience with BI applications is a plus.

Responsibilities

• Identify & empanel CAs, ex-bankers, ex-wealth advisors, insurance agents as IFDs/IFAs.
• Train new IFDs to use the digital platform and app for primary market products.
• Drive IFDs to achieve ongoing sales of financial products.
• Understand client needs of IFDs for primary market products.
• Acquire new IFDs & advise on primary market products.
• Organize events to grow the IFD business.

Skills

Sales of investments

IFD/IFA recruitment

Training & onboarding

MS Office

BI tools

Job description

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs)

2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.)

3) Training and driving IFDs to achieve sales of financial products on ongoing basis

4) The person should have good understanding of client (IFDs) needs in Primary market products

5) Acquiring new IFDs & advising them on primary market products

6) Organising events to develop the Business of IFDs.

Skills / Experience

1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel.
3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
4) IT Skills: MS Office and Business Intelligence Applications.

5) Experience in Recruiting &Handling IFDs,IFA, Franchisee, Knowledge ofEquity/ Stocks/ Shares,Knowledge of Investments products -Mutual Funds,PMS, Stock Broking,Corporate FD, Portfolio Management Services

Location - Mumbai, Hyderabad, Ahmedabad, Pune, Lucknow, Telangana, Indore, Surat, Vadodra, Kochi, Trivendrum, Coimbatore