sr. manager- ifa sales

This role is responsible for developing and executing sales strategies to achieve business targets. They build and maintain strong relationships with independent financial advisors, promoting the company's investment products. Leading a team of sales professionals, they provide guidance and support to meet sales goals. They also analyse market trends and competitor activities to identify opportunities and threats. Additionally, they ensure all sales activities comply with regulatory requirements and internal policies. Their role is crucial in driving sales growth and expanding the company's market share through effective product promotion and performance monitoring.
KEY RESPONSIBILITIES
   
•    Identify and onboard new IFAs and financial intermediaries to expand the distribution network.
•    Generate leads for PMS, AIF and MF products through existing and new relationships.
•    Sales Execution:
•    Achieve sales targets for PMS, AIF (MF products- in Future).
•    Conduct client meetings, presentations, and portfolio reviews with IFAs and their clients.
•    Relationship Management:
•    Build and maintain strong relationships with IFAs, wealth managers, and distribution partners.
•    Provide timely support and product insights to ensure client satisfaction.
•    Product Expertise:
•    Act as a subject matter expert on PMS and AIF offerings, staying updated on market trends and product features.
•    Educate IFAs and their teams on product benefits, investment strategies, and performance.
•    Compliance and Reporting:
•    Ensure adherence to regulatory guidelines and company policies.
•    Prepare and share regular sales and performance reports with senior management.  

experience

10