IFA Sales Specialist
IFA Sales Specialist
Posted on :
20-02-2025
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Job Title: IFA Sales RM
Key Responsibilities:
1. Business Development:
o Identify and onboard new IFAs and financial intermediaries to expand the distribution
network.
o Generate leads for PMS and AIF products through existing and new relationships.
2. Sales Execution:
o Achieve sales targets for PMS and AIF products.
o Conduct client meetings presentations and portfolio reviews with IFAs and their clients.
3. Relationship Management:
o Build and maintain strong relationships with IFAs wealth managers and distribution
partners.
o Provide timely support and product insights to ensure client satisfaction.
4. Product Expertise:
o Act as a subject matter expert on PMS and AIF offerings staying updated on market trends
and product features.
o Educate IFAs and their teams on product benefits investment strategies and performance.
5. Compliance and Reporting:
o Ensure adherence to regulatory guidelines and company policies.
o Prepare and share regular sales and performance reports with senior management.
1. Business Development:
o Identify and onboard new IFAs and financial intermediaries to expand the distribution
network.
o Generate leads for PMS and AIF products through existing and new relationships.
2. Sales Execution:
o Achieve sales targets for PMS and AIF products.
o Conduct client meetings presentations and portfolio reviews with IFAs and their clients.
3. Relationship Management:
o Build and maintain strong relationships with IFAs wealth managers and distribution
partners.
o Provide timely support and product insights to ensure client satisfaction.
4. Product Expertise:
o Act as a subject matter expert on PMS and AIF offerings staying updated on market trends
and product features.
o Educate IFAs and their teams on product benefits investment strategies and performance.
5. Compliance and Reporting:
o Ensure adherence to regulatory guidelines and company policies.
o Prepare and share regular sales and performance reports with senior management.
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
