Retail Wealth IFD - ....
Retail Wealth IFD - Sr Associate
Posted on :
13-02-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2530057
Job Responsibilities
- The role involves identifying & empaneling CAs Ex
Bankers ExWealth 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.
mutual funds,independent financial advice,revenue
Employment Type
Full Time
Key Skills
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