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Job Discription
What will my typical day look like/What will I do?
● The role involves identifying & empanelling CAs, Ex-Bankers, Ex-Wealth Advisors,
Insurance agents and Finance professionals and empanelling them as Independent
Financial Distributor
● Training new empanelled 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
● Organising events to develop the Business of IFDs
How much will I be paid?
● CTC Range – Quality candidate can expect higher as well
○ Non-metro – Up to INR 5.5 lakhs per annum
○ Metro – Up to INR 6.5 lakhs per annum
What education qualifications and experience should I have?
● Graduate
● MBA is a plus
● Minimum 2+ years of experience in Individual Financial Advisor / Agency Channel
● Overall 5 years of Experience
Who is an ideal candidate for this role?
● Someone with experience specifically in an Individual Financial Advisor / Agency
Channel
● Should not hold any IRDA agency/ MF ARN code ( Ideally we should clarify while
screening the candidates during initial conversation)
● Have worked for 1.6years years in Individual Financial Advisor / Agency Channel
● channel
● Should have experience of dealing in Mutual Fund, Insurance, Fixed Income Products
Some other important criteria
● No gaps in Career
● Salary must match with Experience level
● Hunter – Who can generate own leads
NISM -VP/CFP/CWM Certification is add on
