Walk-in | Area Manager - IFA

Motilal Oswal Financial Services (MOFSL); Tamil Nadu; On-site; INR 600,000 - 900,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) seeks a field-based Sales Manager to guide the IFA channel sales team in Tamil Nadu. You will engage with IFAs, drive MF, PMS, and related products, and conduct client seminars to achieve AUM and revenue targets.

The role requires a postgraduate degree and 3+ years of experience in IFA-channel investment product sales, with team leadership recommended for scaling the network and performance.

Qualifications

• 3+ years in sales of investment products via the IFA channel.
• Post graduate degree required.
• Team handling experience recommended.
• Understanding of market pulse and indirect (IFA) channel.

Responsibilities

• Achieve AUM and revenue targets across IFA network.
• Maintain and expand relationships with IFAs.
• Recruit potential new IFAs.
• Lead and drive the sales team to meet targets.
• Provide sales support, product training and client seminars.
• Build and scale the team per org structure.

Skills

IFA channel sales

Team management

MS Office

BI Applications

Education

Post Graduate

Job description

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

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