Independent Financial Advisor - Surat, India - Avani Consulting

Avani Consulting

Verified Company

Surat, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Roles and Responsibilities - Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of IFA's

Internal Focus - Branch Service Operations, Channel team

External Focus - Distributors, Investors

D. Key Accountabilities

Responsible for Sales for set of IFA's mapped to him.
Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling
Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors.
Should be completely updated on the various products and markets situation and scenario
Responsible for Distributor Servicing for the assigned distributors
Should be sensitive to their needs in terms of Product Updates, Query resolution and ensure proper follow up etc.
Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business
Should be able to close the sales call by working closely with more experienced sales representative in case of need required.
Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market
Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall.
Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis.
Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location
Role:_Financial Advisor
Salary:_ 5,00,000 6,00,000 P.A.
Industry:_Investment Banking / Venture Capital / Private Equity
Functional Area_BFSI, Investments & Trading
Role Category_Trading, Asset & Wealth Management
Employment Type:_Full Time, Permanent
Key Skills