Job Description

Description:AVP Independent Financial Advisor (IFA)
Location: Ahmedabad
Reporting To: Director
Employment Type: Full-Time
Key Responsibilities:
1. Strategic Planning and Leadership:

• Develop and execute the sales strategy to drive business growth through the

Independent Financial Advisor (IFA) channel.

• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.
• Identify and capitalize on new business opportunities to expand the IFA network.
• Provide strategic insights and recommendations to senior management for scaling the

business.
2. Relationship Management:

• Build and nurture strong relationships with IFAs to ensure high engagement and

retention.

• Address concerns and provide solutions to IFAs to ensure satisfaction and long-term

collaboration.

• Conduct regular meetings, training, and workshops to keep IFAs updated about

products and services.
3. Sales and Business Development:

• Drive B2B sales by onboarding and activating high-performing IFAs.
• Collaborate with the product and marketing teams to design value propositions tailored

for the IFA segment.

• Analyze markettrends, competition, and clientfeedback to identify gaps and

opportunities.
4. Compliance and Reporting:

• Ensure adherence to regulatory guidelines and organizational policies in all sales

activities.

• Prepare and present periodic sales reports, forecasts, and performance analyses to the

management.

• Collaborate with compliance teams to ensure IFAs follow all necessary regulations and

processes.
Qualifications and Skills Required:

• Bachelors/Masters degree in Business Administration, Finance, or a related field.
• Minimum 8 years of experience in B2B sales, in wealth management industry.
• Proven track record of managing and growing the IFA network.
• Strong understanding of financial products, including mutual funds, insurance, and

portfolio management services.

• Excellent communication, negotiation, and relationship-building skills.
• Proficiency in using CRM tools, MS Office, and data analytics software.
• Strategic thinker with strong leadership and team management capabilities.

Key Competencies:

• Goal-oriented and results-driven approach.
• Ability to manage multiple priorities and thrive in a fast-paced environment.
• Strong problem-solving and decision-making skills.
• Adaptability and willingness to embrace change.

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