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IFA Associate @ Axis Direct

Home > Investment Banking, Private Equity & VC

 IFA Associate

Job Description

Position Overview:

We are seeking a driven and client-focused Independent Financial Advisor (IFA) to provide personalized financial guidance and investment solutions within the broking industry. As an IFA, you will work independently, leveraging access to a wide range of financial products and brokerage platforms to serve clients' diverse needs. Your role will involve building trusted relationships, offering tailored advice on securities, portfolio management, and long-term financial planning.

Role & responsibilities:

  1. Acquire New IFA to achieve set AUM target
  2. Ensure all the paper work for the IFA acquired is done including Referral Agreement registration
  3. Visit IFA mapped at Pre-Defined frequency and ensure that he is well trained in all Axis Products and processes and cross sell any third Party PMS if any
  4. Ensure proper hand holding is done for new IFAs to ensure that he can smoothly excel the business with Axis Securities Ltd.
  5. Training of the IFAs to cross sell AUM products of ASL
  6. Working on the existing Franchisee network of ASL in pre-defined territory to cross sell AUM products

Preferred candidate profile

  • Graduate / Post Graduate in any stream
  • Great Interpersonal skills should be confident and have high energy levels
  • Work Experience in same field 2 years Minimum
  • NISM Certified.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Investment Banking, Private Equity & VC
Role: Private Equity Associate
Employement Type: Full time

Contact Details:

Company: Axis Direct
Location(s): Mumbai

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Keyskills:   NISM IFA PMS MF Financial Advisory

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Axis Direct

Axis Securities Limited is a 100% subsidiary of Axis Bank that offers Retail Broking services and is involved in distribution of Banks financial products. It is one of the fastest growing bank-promoted retail stock brokerage firms in the country, it is placed at fifth position in terms o...