Area Manager (IFA) - Broking/Financial Services – Hyderabad [459-46]

Area Manager (IFA) - Broking/Financial Services – Hyderabad [459-46]

22 Oct
|
Morpheus Human Consulting
|
Secunderabad

22 Oct

Morpheus Human Consulting

Secunderabad

Job Description:

Job Title: Area Manager (IFA) – Broking/Financial Services – Hyderabad

Job Responsibility

? Empanelment of IFAs based on Eligibility criteria designed by the company.

? Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFA’s

? Providing continuous support to the IFAs on day on day

? Drive IFA Engagement process

? Timely Resolution of IFA’s queries

? To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

? To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.







? To conduct and assist in organizing seminars, workshops and other business
development activities.

Key Skills:

Key Skills:

? Ability to inspire trust and confidence in clients.
? Ability to engage clients in meaningful conversations about their finances and take
active interest in their financial well being.
? A thorough understanding of financial markets, their behavior, movements and
expectations with respect to market.
? Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients
? Good oral and written communication skills with clarity of thought, speech and expression
? Good interpersonal skills
? Good Analytical Skills

Target Industry: Broking

Mandatory :
Having experience of handling Individual financial Advisor and acquisition

Gender: Open

Experience: Minimum 4+ yrs in handling HNI Relationship,





Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service

Job Location: Gayatri Nagar, Vijayawada

Working Days: 6 days (1st and 2nd Saturday off)

Timings: 9 AM to 6 PM

Qualification: An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage

Notice Period: Immediate to 30 days

Relocation candidates: No

About Morpheus Consulting:

Morpheus Consulting understands the dynamics attached to talent acquisition, relationship management and the required service levels within the regional industry.





Our heritage is now our main strength as we continue to work within our core markets to deliver key account management and strong contingency recruitment practices to our clients and candidates.

Recruitment is a people-focused business – our success and growth are reliant upon our people. Our team of 130 consultants based in Middle east, Asia and Africa offer a blend of international recruitment experience, coupled with a platform of local market and industry knowledge. Morpheus Consulting has its presence since 2007 and has established itself as a reputed recruitment specialist in its industry.

With footprints in Asia, Africa and the Middle East, we offer professional and bespoke contingency and retained search services across a variety of industrial sectors. This vast experience,





industry expertise and knowledge enables our consultants to identify and present the highest quality candidates to our clients, in line with their business objectives and culture. We have built our brand by investing in people, whether it is our own consultants, candidates, or clients. This core value is central to our success, which underpins everything we do, and in return has translated into a successful and established Morpheus Consulting brand that our clients and candidates can trust.

▶️ Area Manager (IFA) - Broking/Financial Services – Hyderabad [459-46]
🖊️ Morpheus Human Consulting
📍 Secunderabad

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