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We’re hiring business development managers

We’re hiring business development managers

Roles and Responsibilities:

  • Sourcing new sales opportunities through inbound lead follow-up and outbound calls and emails
  • Perform effective online demos to prospects
  • Research accounts, identify key players and generate interest
  • Attend industry events, interact with prospects and grow network
  • Log all activities accurately within CRM.
  • Build a strong pipeline of opportunities in CRM and provide update on a weekly basis.
  • Meet or exceed quarterly business development objectives.
  • Maintain up to date knowledge about IFANOW’s competitive positioning in the marketplace.
  • Upsell products to existing users
  • Meet in person to close the deal, if required
  • Organize webinars on a routine basis
  • Manage each customer account with an objective to increase the business from each account
  • Being a domain centric product, the candidate is expected to learn some personal finance concepts

Skills Required:

  • The ideal candidate will be highly organized with the ability to work in a fast paced environment and he or she will enjoy setting benchmarks
  • Excellent verbal and written communication skills – fluency in verbal and written English is an absolute must
  • Sales experience in a technology oriented field – knowledge/awareness about the Finance industry is a strong plus
  • Proven experience of meeting/exceeding targets in a metric driven sales environment
  • Strong analytic and probing skills; attention to detail; good listener; good organizational skills
  • Excellent ability in analyzing opportunity for cross sell and up sell – ability to farm accounts
  • Well versed with IT/Technology
  • Good online communication skills

Salary: Best in the industry!!

Working Days: 6 Days (2nd & 4th Saturday off)

Work Timings: 10:00pm – 6:30pm

Location:

Futurewise Technologies Pvt. Ltd.

6, Kanal Industrial Estate, Road Number 6, Daulat Nagar, Borivali East, Daulat Nagar, Borivali East, Mumbai, Maharashtra 400066.

Interested?

Send your Resume to careers@futurewise.co.in or call 99874 12342.

IFANOW Latest Version Updates – Morningstar integration, Custom URL, New SIP/STP Import Formats

IFANOW Latest Version Updates – Morningstar integration, Custom URL, New SIP/STP Import Formats

We have some exciting new updates in our latest version release.

Morningstar Integration

With this you can avoid data entry in morningstar while doing portfolio review/analysis.

You can find the link under Client Section > Multi Asset View > Mutual Funds > Summary.


Custom URL

Your team and your clients can now have a completely white labeled URL while accessing IFANOW.

The new access URL can now be: https://yourdomain.com or https://xyz.yourdomain.com instead of https://my-planner.in.

We hope this will give your clients more comfort and give your personal brand the right impetus it needs.

How does it work?
We buy a separate SSL Certificate for you and point your domain or subdomain to our server.

What are the charges for the same?
Yearly Rs.3,500 + GST.

Custom URL is now FREE.

We have a Free custom subdomain option too. Here’s how it works:
The access URL in this case will be https://YourSubDomain.my-planner.in. If you are interested, please reply to this mail with your custom subdomain you want. We will create the same and get back to you.


NEW SIP/STP Import format

For advisors who want to bulk upload SIP data but do not have access to regular RTA files can now use our IFANOW format. Here’s the link to download a sample file Download Link.

You can import this from the Back Office > Mutual Fund section.

White Labeled URL Now Possible On IFAnow

White Labeled URL Now Possible On IFAnow

We are pleased to introduce White Labeled URL feature on IFAnow.

What does this mean?
It means that you, your team and your clients can now have a completely white labeled URL while accessing IFANOW.

The new access URL can now be: https://yourdomain.com or https://xyz.yourdomain.com instead of https://my-planner.in.

We hope this will give your clients more comfort and give your personal brand the right impetus it needs.

How does it work?
We install a separate SSL Certificate for you and point your domain or subdomain to our server.

What are the charges for the same?
Yearly Rs.3,500 + GST. White Labeled URL is now FREE.

I/We do not have a website? Is there any scope for customization in tat case?

Yes, In such a case you can have a custom subdomain. Read below.

We have a custom subdomain option too. Here’s how it works:
The access URL in this case will be https://YourSubDomain.my-planner.in.

An important update to our pricing policy for ADVISORY FEE BILLING module

An important update to our pricing policy for ADVISORY FEE BILLING module

We launched our integrated Advisory Fee Billing module few months back. This module allows you to manage your billing requirements as follows:
  • Fee calculation (viz. AUM linked fee, fixed fee etc.),
  • Invoice generation
  • Fee Collection – Auto debit of fees from client’s bank account

Until recently, we were charging a 5% fee for using the above module (5% of invoice amount). But having listened to the feedback from advisors like you, we decided to amend the pricing policy.

Henceforth, we will be charging a flat fee of Rs.5,000/year for using this module. The said fee will be for billing upto Rs.5,00,000/year.

For further queries, feel free to write back to us.

Introducing Client Initiated Transactions on IFAnow

Introducing Client Initiated Transactions on IFAnow

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In the age of convenience your clients too want control over their investments. They may want to put aside some extra cash in liquid fund or want to top up in a fund because the markets have fallen.

With IFAnow you can now allow your clients to initiate online transactions at their own convenience.

Features

  • Complete control over who can initiate transactions
    • Don’t want some clients to have this facility? We’ve got you covered
  • Invest via Debit Mandate or Net Banking
  • Fast checkout – Transact within 60 seconds

Benefits to your clients

  • No paper work
  • Saves time with super fast checkout
  • One place to seamlessly manage reporting + planning + transactions
  • Increased confidence and convenience

Benefits to you

  • A complete white labeled system that retains your identity
  • Introduce this as a premium feature in your practice
  • Saves your time as clients don’t need to call you
Launch of Full-feature Back Office Reporting System

Launch of Full-feature Back Office Reporting System

We are excited to roll out IFAnow’s newest version. With this update we now have a Full-feature Back Office reporting, along with Financial Planning + CRM + Online Transactions.

That’s one more reason for you to migrate to IFAnow from your age old reporting tool.

What’s new?

  • Brand new report formats
    • Screenshots BELOW
  • Advanced filtering options for complete control
    • Eight new filters added
  • Client level widgets, column view customization
    • hide/unhide widgets at client level
    • reorder columns at client level
  • Highly optimized PDF Outputs
  • Exhaustive list of RTA File formats for upload
    • Transactions, Folio Master, SIP Master, AUM Reports
  • AUM reconciliation
  • MIS Reports
  • Family grouping
  • Manual Folio Mapping and Unmapping
  • Auto Upload (Re-launching Soon)

MF Overview IFAnow-min

MF Summary IFAnow-min

Unrealized Transactions-min