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Job Description

Roles and Responsibilities

• The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with company.
• Training new empaneled 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.)
• Training and driving IFDs to achieve sales of financial products on ongoing basis.
• Organising events to develop the Business of IFDs.
• Acquiring new IFDs & advising them on primary market products.

Desired Candidate Profile

• The person should have good understanding of client (IFDs) needs in Primary market products.
• Local candidate for the location applying.
• Good contact among CA, Bankers, Ex-Wealth Advisors and Insurance Advisors.

Mandatory : NISM V-A Certification

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