Senior Advisor @ Dreams Solutions

Job Description

Retail Wealth (IFD)

Position/Function
Retail Wealth (IFD)
Level(Range)
Senior Executive / Associate

Qualification : MBA / B.Com

Certification : NISM V-A Mandatory

No. of years of Experience
2 years+ into Retail Wealth (IFD) Sales

Job Responsibility

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

Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, 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 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.

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Keyskills:   advising trade finance wealth advisory wealth management fixed deposits mutual funds mutual funds sales capital market equity research nism