IFA Coordinator
Job Description
Title: IFA Coordinator
Company Name: Shanta Asset Management Limited
Vacancy: --
Age: Na
Job Location: Dhaka (GULSHAN 1)
Salary: Negotiable
Experience:
- 1 to 2 years
- The applicants should have experience in the following business area(s): Banks, Insurance, Investment/Merchant Banking, Financial Consultants
Published: 2026-04-30
Application Deadline: 2026-05-16
Education:
- Bachelor of Business Administration (BBA)
Requirements:
- 1 to 2 years
- The applicants should have experience in the following business area(s): Banks, Insurance, Investment/Merchant Banking, Financial Consultants
Skills Required: MS Office,Presentation skill,Training Coordination
Additional Requirements:
Bachelor’s degree in Business Administration, Finance, Marketing, Economics
1–2 years of experience in sales, financial services, investment advisory, banking, or insurance sectorStrong understanding of capital market products, mutual funds, or investment-related services (preferred)
Excellent communication, presentation, and interpersonal skills
Proficiency in MS Office (Excel, Word, PowerPoint) and basic reporting tools.
Responsibilities & Context:
Source potential IFAs, assist in recruitment, collect joining documents, and organize orientation sessions.
Conduct training programs focused on product knowledge and sales skills to enhance IFA performance.
Develop and execute daily action plans and prepare communication and activity reports related to IFAs.
Assist IFAs in reaching out to potential clients to drive sales growth.
Evaluate and track IFA sales performance and ensure alignment with business goals.
Provide onboarding assistance and post-sales service for IFA investors.
Support IFAs in opening BO accounts and SAML fund purchase accounts.
Share strategic content, industry insights, and motivational material to keep IFAs engaged and goal-oriented.
Organize roadshows, Training program marketing campaigns, and sales visits to enhance IFA engagement.
Handle policies, agreements, and official records related to IFAs.
Job Other Benifits:
- Provident fund,Insurance,Gratuity,Performance bonus,Weekly 2 holidays,Mobile bill
- Salary Review: Yearly
- Festival Bonus: 2
Competitive compensation package will be offered
Employment Status: Full Time
Job Work Place: Work at office
Company Information:
Gender: Male and Female can apply
Read Before Apply: Please apply only who are fulfilling all the requirements of this job
Category: Bank/ Non-Bank Fin. Institution
