Retail Wealth IFD - Profit Center Head

Skywings Advisors

8 - 9 Years
10 Openings
0.8 - 0.9 Lac/Yr
Posted 2 days ago
Telephonic interview
Hyderabad

Key Skills

Good Communication Skills Financial Sales

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Job Description

-To act as a profit center head for the branch

-To expand team across the location

-The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial

-Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO’s, IPO’s, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.)

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

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

-Acquiring new IFDs & advising them on primary market products

-Organising events to develop the Business of IFDs