Relationship Manager - IFA

Relationship Manager | IFA (AMC)

Sales Responsibility:

- Manage and drive sales from IFA branches, ensuring targets are met or exceeded.

- Work closely with IFAs to understand their clients' needs and recommend suitable investment products accordingly.

Advising Distributors:

- Provide advisory support to IFAs on selecting appropriate products based on their clients' investment objectives and risk profiles.

- Analyze the asset allocation of IFAs to tailor sales approaches and strategies effectively.

Maintaining Visibility and Engagement:

- Establish and maintain strong visibility with IFAs through regular communication channels.

- Conduct telephone calls, one-on-one meetings, and group meetings to disseminate marketing materials such as fact sheets, brochures, and mailers.

- Organize group meetings involving distributor relationship managers and their clients to enhance engagement and provide updates.

Market Knowledge and Product Expertise:

- Stay updated on various financial products offered by the AMC and market conditions.

- Have a thorough understanding of different investment strategies and scenarios to provide informed advice to IFAs and their clients.

Client Relationship Management:

- Build and nurture strong relationships with key IFAs and their clients.

- Serve as the primary point of contact for addressing inquiries, resolving issues, and providing ongoing support.

Sales Strategy Development:

- Develop and implement effective sales strategies to increase product penetration and market share within IFA networks.

- Collaborate with internal teams such as marketing, product development, and sales support to align strategies with business objectives.

Training and Education:

- Conduct training sessions and workshops for IFAs to enhance their product knowledge, sales skills, and understanding of market trends.

- Provide continuous education on new products, investment strategies, and regulatory updates affecting the industry.

Performance Monitoring and Reporting:

- Monitor sales performance metrics, including revenue targets, sales volumes, and client acquisition rates.

- Prepare regular reports and analysis to evaluate the effectiveness of sales strategies and identify areas for improvement.

Compliance and Regulatory Adherence:

- Ensure compliance with regulatory requirements and internal policies in all interactions and transactions with IFAs and their clients.

- Stay informed about industry regulations and guidelines to mitigate compliance risks and uphold ethical standards.