· Making cold calls on leads provided.

· Explaining entire OFA platform to IFAs

· Convincing IFAs to register on the OFA platform

· Getting registration process done for the IFAs on the system.

Responsibilities:

Maintaining a deep knowledge of company products and services.

Building and maintaining strong relationships with prospective and existing clients.

Researching and pursuing new business opportunities.

Identifying clients' needs and requirements and proposing suitable solutions.

Providing clients with comprehensive product/service consultations and guiding their decision-making process.

Upselling and cross-selling products/services to clients.

Resolving complaints and issues efficiently and in a timely manner.

Meeting sales/revenue targets.

Ensuring client satisfaction.

(Omni Financial Advisor) OFA is a high-end technology platform created for gen-next MFDs who have an urge to add value in their relationship with clients and focus on growing their business to a new level. OFA is driven with an aim to empower MFDs digitally for better client engagement. It helps MFDs to increase their assets under management, identify product opportunities and win their clients confidence and loyalty. With resilient data management systems, a dedicated team of information and technology specialists we ensure the highest standards of data security, completeness, quality and authentication. OFA is designed, developed and maintained by FIINFRA (Ffreedom intermediary infrastructure private limited) which was started in the year 2014 and now a 100% subsidiary of Anand Rathi Group.