AssociateSr Associate needed for Insurance company forMangalore Mangaluru -**

  • Mangaluru
  • Educohire
What will my typical day look like/What will I do? The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial. Training new empaneled 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 past 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 Having NISM - VA/ CFP/CWM certifications is an add on. 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 Having NISM - VA/ CFP/CWM certifications is an add on