Officer, Investment Advisory Services Channel Management TH
Summary
Manages and grows a team of independent financial advisors (IFAs) by training, monitoring performance, and setting sales strategies to meet targets.
• Support IFA head to build high-performing sales team.
• Collaborate with related parties both internal and external regaring to IFA matters.
• Develop and implement training program for IFA team.
• Monitor sales performance and prepare MIS/data for further analysis.
• Explore new IFA opportunities and competitors.
• Set up strategy for IFA to meet or exceed sales target.