39 Ifa Channel Jobs

Job Description: About the Role: We are looking for a dynamic and result-oriented Sr. Manager- Strategic Alliance & Partnership to join our growing team at LiquiBonds , a new-age investment platform under NDX Financial Services . The ideal candidate will focus on building strong relationships with Independent Financial Advisors (IFAs) while actively acquiring new IFAs to expand our partner network. This role requires a strong understanding of fixed income investment products (such as NCDs, Bonds, AIFs, and other structured debt instruments ) and the ability to position these products effectively to financial intermediaries. 60% focus on New IFA Acquisition 40% focus on Relationship Management with existing IFAs About the Company: LiquiBonds is part of the NDX Financial Services group, previously known for its success in the P2P lending space through LiquiLoans . With a strategic pivot, LiquiBonds now focuses on offering a diversified portfolio of fixed income and alternative investment products like Listed/Unlisted NCDs, Corporate Bonds, Market-linked Debentures, AIFs, and other structured investment options . Our mission is to democratize access to high-quality debt investments through a tech-enabled, transparent, and advisor-first platform designed to meet the evolving needs of investors and partners. Key Responsibilities: New IFA Acquisition (60%) Identify, reach out, and onboard new Independent Financial Advisors (IFAs) across target geographies. Conduct product demos, explain commission structures, and support onboarding processes. Build a scalable acquisition funnel using both direct and channel-based approaches. Relationship Management (40%) Nurture relationships with onboarded IFAs to drive consistent engagement and investment volume. Conduct regular training, market updates, and portfolio discussions to add value to partner businesses. Resolve queries, ensure timely communication, and maintain a high satisfaction level among partners. Product Positioning & Sales Strategy Promote and pitch fixed income investment products (NCDs, Bonds, AIFs) aligned with investor profiles. Stay up to date with market trends, product launches, and regulatory changes. Provide insights to product and marketing teams based on partner feedback. Reporting & MIS Track acquisition funnel and partner activity using CRM tools and Excel dashboards. Share periodic reports on partner performance, pipeline, and revenue contribution. What We're Looking For: 212 years of experience in B2B sales, preferably in financial services or investment product distribution. Prior experience in onboarding and managing IFAs/Wealth Managers is highly preferred. Strong knowledge of fixed income products Bonds, NCDs, AIFs, Structured Products, etc. Excellent interpersonal and communication skills (both verbal and written). Proficient in Microsoft Office (especially Excel) and CRM systems. Self-motivated, target-driven, and able to work independently in a fast-paced environment. Why Join LiquiBonds? Be part of a rapidly scaling, tech-first investment platform with a modern approach to debt products. Opportunity to work closely with market leaders and seasoned professionals in wealth management. Drive your career growth in a future-focused organization with a transparent and collaborative work culture. Competitive compensation, incentives, and career progression opportunities. If you are passionate about financial markets, enjoy building B2B relationships, and are driven by results — we would love to hear from you!

Role: Area manager, IFA Franchise handling, acquisition of a new franchise Maintain relationships with the existing network of IFAs Recruit potential new IFAs Manage, recruit, and lead the sales team to meet efforts and performance targets. Required Candidate profile Qualifications: Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Can contact Ruhi @ 9113961458,

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Job Location: Mumbai(South/Harbour line) Experience Required: 4 to 8 years Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed. Service distributors by addressing their queries and ensuring timely resolution. Develop long-term relationships with key distributors to drive consistent business. Monitor competitor activity and strategize countermeasures to maintain market share. Organize events, conferences, and training sessions for IFAs to promote brand recall and knowledge enhancement. Collaborate with distributors to enhance their soft skills in communication and client interaction. Candidate Profile: Excellent communication skills, polished demeanor, and confident personality are a must. Bold and proactive in managing distributor relationships and driving business growth. Qualifications: Graduate/Postgraduate NISM certifications (if applicable) are preferred. Interested candidates can share their updated resume at- aanchal@avaniconsulting.com Or what's app at-9917283370 Regards, HR Aanchal

Roles and Responsibilities Develop and execute strategies to grow the IFA channel, focusing on channel partner development and management. Identify new business opportunities through partnerships with IFAs (Independent Financial Advisors) and other financial institutions. Collaborate with internal teams to develop marketing materials, training programs, and sales support for channel partners. Monitor performance metrics to optimize channel development initiatives and improve results. Build strong relationships with key stakeholders within the IFA community. Desired Candidate Profile 2-5 years of experience in IFA Recruitment in Stock Market industry or related field. Strong understanding of Investment products like Mutual Fund, PMS, AIF, etc. Excellent communication, negotiation, and interpersonal skills. Ability to work independently with minimal supervision.

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ and May also call on 8709502039 or 7706031623 Job Title : Assistant Manager / Manager Channel Sales Department : Asset Management Experience : Minimum 2 years in channel sales (PMS/AIF preferred) Education : Graduation / PGDM / MMS Location : Hyderabad / Rajkot / Surat / Baroda / Coimbatore / Lucknow Industry : Investment Management CTC : Best in industry Key Responsibilities : Acquire and manage clients through IFAs, wealth managers, and distributors Drive AUM growth by promoting PMS & AIF products Conduct product presentations and deliver market/macro updates Build strong client/channel partner relationships and ensure retention Understand client needs and recommend investment strategies Review client portfolios periodically and ensure alignment with objectives Key Skills : Strong relationship management and networking skills Investment product knowledge (PMS/AIF preferred) Excellent communication and presentation skills Self-driven, analytical, and goal-oriented Why Join : Work with a firm that values transparency, research-driven strategies, and long-term wealth creation Exposure to a wide range of PMS and AIF products Learning-focused environment with strong mentorship and market insights

Position Overview: We are looking for a passionate and results-driven Mutual Fund Product Manager to lead and scale our mutual fund offering across digital platforms. The ideal candidate should have deep domain expertise in mutual funds, a strong understanding of back-end integration systems like BSE Star MF , and experience in driving both retail and IFA-driven MF business . Key Responsibilities: Product Development & Integration Lead end-to-end product development and enhancement of MF platforms (web, mobile, and API). Manage integration with BSE Star MF platform, including order routing, transaction lifecycle, reconciliation, and reporting. Ensure compliance with SEBI regulations, AMFI guidelines, and operational risk standards. Business Ownership Define and execute the mutual fund business strategy across direct and distributor channels. Drive customer growth, activation, and AUM through innovative journeys and campaigns. Collaborate with marketing, sales, and operations teams to meet revenue and engagement goals. IFA Channel & B2B2C Development Build and scale the IFA business onboarding, engagement, and digital enablement. Define workflows for sub-broker onboarding, commission management, portfolio analytics, and transaction processing. Launch self-serve tools, dashboards, and mobile journeys to empower IFAs. Analytics & Optimization Track performance metrics: SIP flows, AUM, client activation, STP/SWP trends, IFA productivity. Identify user drop-offs, operational inefficiencies, or technical bottlenecks and address them proactively.

About Yubi Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the worlds possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have boarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR. 40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionising the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. About the Job: The Wealth Manager at Yubi Markets is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services. Roles & responsibilities: To acquire, build and maintain strong relationships with IFA, MFD & RIA’s To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Key Requirements: Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up. Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage. Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

About Yubi Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the worlds possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have boarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR. 40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionising the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. About the Job: The Wealth Manager at Yubi Markets is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services. Roles & responsibilities: To acquire, build and maintain strong relationships with IFA, MFD & RIA’s To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Key Requirements: Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up. Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage. Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

Hi We are looking for ASM for a leading mutual fund industry for western line, Mumbai Business Development: Drive mutual fund sales through the MFD (IFA/ARN Holder) channel. Achieve sales targets (AUM, SIPs, new client acquisition) for the assigned area. Expand and strengthen the distributor network in the territory. Conduct investor awareness programs (IAPs), training, and engagement activities. Team Handling: Lead and manage a team of Relationship Managers or Sales Executives. Assign targets, track performance, and provide coaching and mentorship. Conduct regular team meetings, field visits, and performance reviews. Drive productivity and ensure alignment with organizational goals. Relationship Management: Build and maintain strong, long-term relationships with key MFDs. Provide timely support, market insights, and training to enhance partner engagement. Encourage cross-selling and deeper wallet penetration. Channel Activation and Engagement: Increase activation and productivity of MFDs through planned interventions. Promote the use of digital tools, online transaction platforms, and mobile apps. Ensure regular communication and knowledge-sharing with distributors. Please apply or share your resume at aparna@aceconsultants.in

We are seeking an experienced and highly motivated Business Development Manager to support the growth and expansion of our AMC services portfolio. This role is pivotal in identifying new business opportunities, fostering strong client relationships, and driving revenue generation through strategic initiatives and targeted market penetration. Key Responsibilities: Enhance Retail Coverage: Expand the AMCs presence across retail distribution channels including IFAs, national distributors and regional distributors Onboard new partners to widen the geographic and demographic reach. Relationship Management: Maintain and deepen engagement with existing distribution partners. Regularly interact with channel partners to understand their needs and align AMC offerings accordingly. Sales Focus Areas: Drive business through consistent promotion of SIPs (Systematic Investment Plans) to ensure long-term retail flows. Actively work towards increasing penetration of PMS (Portfolio Management Services) and AIFs (Alternative Investment Funds) through retail distribution. Ensure timely approvals and empanelment of AMC products across distribution partners. Business Promotion & Campaigns: Plan and execute business promotion activities, joint marketing campaigns, and retail-focused initiatives in collaboration with channel partners. Monitor campaign performance and course-correct to achieve business objectives. Market Share Growth: Strategize and implement initiatives to increase AMCs wallet share across key distribution partners. Analyze competitor activities and adapt sales strategies to gain market edge. Investor & Partner Engagement: Organize and conduct investor awareness programs, partner meets, and investor education initiatives in alignment with regulatory guidelines. Represent the AMC at various industry forums, seminars, and local events to build brand visibility and trust. Reporting & Analysis: Track sales performance against targets and report key metrics to leadership. Provide market feedback for product and strategy alignment.

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Relationship Manager- Mutual Fund. Locations : Maharashtra- Solapur, Sangli, Satara, Jalgaon, Aurangabad, Amravati Rajasthan- Udaipur, Kota, Bikaner, Ajmer Job Description: Ability To create quality network & exposure in local market. Acquisition and managing of new as well as existing financial advisors / distributors from market. Should be AMFI Passed/or need to pass during 6 months after joining. Ability to build good relationship with advisors. Ability to lead the team of advisors Ability to train and develop advisors for business. Should have zeal to learn and then guide other advisors for different financial products. Should be interested in seeing themselves as team (Advisor) managing profile from day 1. Skills: Minimum Graduation Required Good Communication Skill NISM Distributors Certification Examination passed /or need to pass during 6 months after joining Interested candidates can share their updated resume on career@prudentcorporate.com

-Acquire new customers for products -Manage distribution franchise i.e individual agents, corporate distributors, brokers -Achieve productivity targets for numbers & Value -New broker empanelment -Monthly sales activity plan -New distributor tie-ups Required Candidate profile -B.Com/Any Graduate -Min 2 yrs relevant exp -Preferably RM's specializing in distribution/channel mngt in AMC/MF/Financial Services -Good customer relations & contacts -Market intelligence

1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure

Role & responsibilities IFA Acquisition: Identify and onboard new IFAs to achieve set Assets Under Management (AUM) targets. Onboarding Support: Ensure all necessary paperwork for new IFAs is completed, including Referral Agreement registration. Training & Development: Conduct training sessions for IFAs to enhance their understanding of Axis products and processes, and assist in cross-selling third-party Portfolio Management Services (PMS). Client Engagement: Regularly visit and support existing IFAs within a predefined territory to ensure smooth business operations and promote Axis Securities' offerings. Product Promotion: Actively promote and cross-sell Axis Securities' AUM products to IFAs and their clients. Preferred candidate profile Graduate / Post Graduate in any stream Finance, Business, or a related field. NISM Series V-A (Mutual Fund Distributors) certification is preferred. Strong verbal and written communication skills. Ability to engage with clients and promote financial products effectively. Basic understanding of financial products and markets. Proactive and goal-oriented with a willingness to learn.

Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports, to Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

Overview: Finhaat Wealth is an integrated financial products distribution platform serving investors pan-India through its channel partners. Finhaat Wealth Relationship Manager is responsible for onboarding and nurturing strong, long-term relationships with Individual Partners (Financial Product Distributors/ ARN Holder). The role includes acquiring new Partners as well as managing existing Partner relationships, by offering high-quality engagement to empower Partners and enable product sales. Role & responsibilities Partner Acquisition & On-boarding Recruit existing ARN holders as Partners by presenting them the Finhaat Wealth proposition Identify & meet/e-meet the potential leads who are open to become financial product distributors. Explain the business opportunity of becoming a Partner (ARN Holder) with Finhaat Wealth Ensure completion of on-boarding process for Partner through your operations team Partner Relationship Management Develop positive & long-lasting relationship with Partners Building a comprehensive Business Development plan for Partners Providing training to partners on various financial products: Mutual Funds, Digital Gold, EMI Gold, Insurance Educating partners on specific product propositions to increase product sales Evaluating sales performance of partners & recommending improvements Preferred candidate profile Willingness to develop strong understanding of financial markets, investment products, and wealth management strategies. Excellent analytical, quantitative, and problem-solving skills. Good interpersonal and communication skills, with the ability to build trust and rapport with partners/investors. High ethical standards and commitment to maintaining partner/investor confidentiality. Effective networking and relationship-building abilities. Working Conditions: Professional office environment with frequent digital meetings with partners/investors. Benefits: Competitive salary and performance-based incentives. Comprehensive benefits package including health insurance, life insurance, provident funds etc. Professional development opportunities and support for continuing education and learning.

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

Managing Peer to Peer NBFC Sales Heading the Regional B2B Sales Channel comprising IFAs and Distributors Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners

Managing Peer to Peer NBFC Sales Heading the Regional B2B Sales Channel comprising IFAs and Distributors Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled 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.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs. 7). Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services 8) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 9) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 10) IT Skills: MS Office and Business Intelligence Applications _ Location-Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Telangana, Vadodra, Trivendrum

Hi, Urgent Opening - Relationship Manager - AMC - IFA Channel Compnay Name - UTI Asset Management Location Jhansi work exp - 2 Year salary would be - 7.50 Key Responsibilities: Business Development: Drive sales and AUM growth through IFAs in the assigned territory. Acquire new IFAs and activate dormant partners. Promote UTI MF products by conducting regular training, product presentations, and engagement activities. Contact to me - Priyanka - 8928430186 - share cv or connect