unit manager
Published date: 2024/01/10
- Location: Kanpur, Uttar Pradesh, India
• Primary Role Recruitment of Financial Products Distributors(1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business • (2) Explaining MF Business opportunities and earnings to interested leads • (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI) • Business Development(1) Providing training to IFAs for Business Development • (2) Preparing business plans and strategies to develop business of IFA • (3) Planning different activities to explore better business opportunities and new developments • (4) Joint Call - accompanying IFA on client meeting • (5) Addressing and spreading awareness regarding investments in group client meets • (6) Solving distributors queries • (7) Establishing strong relationship and communication with distributors • System Process(1) Following internal sales process by updating all the activities in online system • (2) Comply with all rules and regulations of the company as well as following industry norms
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