20 Ifa Sales Jobs

Train new IFDs on using digital platforms & mobile app for Mutual Funds, IPOs, Bonds, NCDs, FDs, etc. Drive and support IFDs. Acquire new IFDs & promote primary market products. Organize business development events and engagement activities for IFDs.

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

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

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.

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.

1. Recruit, engage & nurture relationships with Independent Financial Distributors/ MFDs to drive business 2 Conduct regular meetings, events & seminars for IFAs/MFDs to increase product penetration & business volume 3 Promote primary market products Required Candidate profile 1 Should have strong network of IFAs/Distributors. 2 Should be NISM- VA certified. 3 Experience in IFA/MFD channel management, mutual funds, fixed income, team lead and insurance. Call on 7827930908. Perks and benefits Incentives

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.

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

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.

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

* Proactive engagement with IFAs (B2B) and B2C clients through virtual means. * Direct engagement via virtual meetings, one-on-one calls, and webinars to build the B2B. * Engage with Channel Partners and prospective customers for wealth products.

Role & responsibilities Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners. Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income Investment Product. Generating investments from channel partners. Managing tie-up for investments from IFA Channel, NDs, Stock Brokers & Wealth segment etc Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets Engagement & Generating business from IFA Segment. Responsible for managing sales activities in the region. Handle channel partners, Distributors for Companies own Investment Product. Creating daily MIS and reports. Conducting business engagement activities with these partners. Insuring portfolio review and counselling on high end investors is conducted regularly Focus on increasing AUM size month on month basis Acquire & Manage Distribution Partners / Create Alliances Garner Investments via Financial Distributors Good understanding of Global + Indian Financial Markets Knowledge across investment products: Fixed Income, Equity, Real Estate & Other Alternatives Strong Analytical skills Understand and analyse various business models in the fintech lending space and identify partnership opportunities by identifying prospects and evaluating the benefits of partnerships. Coordination with internal stakeholders (Operations, Product, Tech & Legal teams) for handling end to end responsibilities of the partnership and act as a bridge to deliver all the requirements of the partner. Solving problems through structured thinking, project planning and hands-on execution. Analysis of the gaps in the existing process and optimization of the same as strategic projects Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline. Be proactive about solving problems and take additional initiatives and responsibilities as and when they emerge Preferred candidate profile - CA (Preferred) / BBA, MBA (Finance) / CFA / Post Graduate from top collage / University. - Min 7-10 Years of relevant experience in Business Development of Financial Sales - B2B sales experience is must. (Finance Product sales highly preferred) - Should have managed 7-10 Sales RM's. Should be ready to take targets. - Should be excellent in cross functional stake holder management with shades of sales (preferred). - Prior experience in handling fintech partnerships is preferred. - Proficiency in MS Office especially Ms Excel - Excellent communication skills (Verbal and Written) - Experience with growth marketing & communication is a plus. Note: Interested candidates can share their resumes on malini.varma@liquiloans.com

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, distributor’s 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

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 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. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Train new IFDs on using digital platforms & mobile app for Mutual Funds, IPOs, Bonds, NCDs, FDs, etc. Drive and support IFDs. Acquire new IFDs & promote primary market products. Organize business development events and engagement activities for IFDs.

Prior Experience of handling B2B Channel, Excellent Communication, Market & Product Knowledge .good working relationship with IFA’s is extremely important regards Neetu Sharma 9289321004 neetu.sharma@orbitouch-hr.com

Drive PMS & AIF sales in assigned location; manage key relationships with distributors, UHNIs & clients; lead client meetings; support RMs; present products with partners; grow channels; use data insights to boost sales & AUM

Sales : Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined. Client Servicing / Meetings with RMs Increment increase in AUM and NET Sales To Manage customers attrition To generate processes and MIS for effective sales monitoring and reporting. Handling channel and client queries. Empanel National Distributors and IFA’s to distribute PMS and AIF products. Strategy planning: Plan overall strategy of the Zone in alignment with overall organization's objectives. Achieve set targets through designed strategy. Keep monitoring & review strategy on ongoing basis Internal Coordination Liaising with senior management to arrive at clear objectives for the Zone. Resource planning Liaising with investment teams to enable client interaction & information. Liaising with operations and ensure smooth functioning between department & operations. Ensure proper compliance with respect to all channel partners – distributors / clients etc. Compliance: Ensure all activities is as per proper compliance internally and as per regulatory requirements. Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis.