Relationship Manager- IFA

Key Responsibilities:

• Build and maintain strong relationships with IFAs
• Educate and guide IFAs about our products and services
• Help IFAs grow their business by providing timely support and solutions
• Monitor IFA sales performance and help them meet targets
• Address queries and resolve issues faced by IFAs promptly
• Share market updates and product knowledge regularly with IFAs
• Coordinate with internal teams to ensure smooth operations

Requirements:

• Experience in financial services, especially with IFAs or wealth management
• Good understanding of financial products like mutual funds, insurance, or investments
• Excellent communication and interpersonal skills
• Ability to work independently and meet targets
• Bachelor's degree in finance, business, or related field preferred

Soft Skills:

• Proactive and customer-oriented
• Strong presentation and training skills
• Problem-solving mindset
• Good relationship-building ability