Relationship Manager- IFA

Key Responsibilities:

• Build strong relationships with Independent Financial Advisors (IFAs)
• Onboard new IFAs and train them on our products and systems
• Help IFAs understand and sell our investment or insurance products
• Provide regular updates, product information, and support
• Ensure IFAs meet their sales targets and assist them where needed
• Resolve queries and provide excellent service to IFAs
• Stay updated with market trends and competitor offerings
• Work closely with internal sales, operations, and support teams

Requirements:

• Experience in financial services, especially mutual funds, insurance, or wealth management
• Understanding of financial products and IFA business models
• Strong communication and relationship-building skills
• Ability to meet targets and work independently
• Bachelor's degree in Finance, Business, or a related field (preferred)

Soft Skills:

• Good presentation and training skills
• Self-driven and proactive
• Problem-solving attitude
• Customer-first approach