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31/10 Kaushik Paghadal
Telecaller at TekPillar Services Pvt. Ltd

Views:4 Applications:1 Rec. Actions:Recruiter Actions:0

Senior Associate/Associate - Sales - Financial Distributors Group (2-5 yrs)

Surat/Ahmedabad/Vadodara/Baroda/Gujarat Job Code: 298549

Position :Associate/Sr. Associate-Independent Financial Distributors Group

Education : Any Graduate

Experience : Minimum 2 years in Agency channel with total 5 years of experience

Location : Surat, Vadodara, Ahmedabad

Job Description :

Role and responsibilities

- The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with company.

- Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, 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 a good understanding of client (IFDs) needs in Primary market products.

- Acquiring new IFDs & advising them on primary market products

- Organizing events to develop the Business of IFDs

Requirement :


- Graduate

- MBA is a plus

- Minimum 2+ years of experience in Individual Financial Advisor/Agency Channel

- Overall 5 years of Experience

Interested candidate share resume on 7600341324

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