Lead and manage sales operations of the branch for IFDG (Independent Financial Distribution Group).
Drive product distribution through IFDs: mutual funds, IPOs, fixed deposits, bonds, etc.
Achieve branch targets for new client acquisition, assets under distribution, revenue & growth.
Oversee crossselling of related financial products (insurance, credit cards, loans etc.).
Ensure that all KYC, compliance, and regulatory requirements are met.
Recruit, coach, mentor and manage the branch sales team; set and monitor their targets.
Maintain relationships with key stakeholders: IFAs, distributors, leads, clients.
Monitor competitor activity & local market conditions, identify opportunities.
Manage branch P&L, ensure efficient operations (cost control, documentation, reporting).

Keyskills: wealth management team handling ipo client planning fund investment sales distribution acquisition portfolio product
Skywings Advisors Private Limited, headquartered in New Delhi, is a leading force in the placement and recruitment industry. Our expertise spans across diverse recruitment disciplines.