Regional Advisory Manager Large Broking House

2 months ago


chennai, India Riverforest Connections Private Limited Full time

Responsibilities:

Advisory and Business Service /Support to premium category Businesspartners.

To assist Business partners to growtheir business.

To coordinate with HO Advisorsfor taking assistance to grow the business of theirregion.

Selling of Companys Research andAdvisory Products Mutual Fund and LAS.

Portfolio Doctoring support for franchisee clients.

Funding/MF/ IPO Advisory support.

Investment Query Resolution

Visits to Outlet ofbusiness partner and allocated region.

Relationship building.

HNI Client Meet &Interactions and Seminars. (Market Outlook Mutual Funds Stock IdeaAdvisory Products etc)

Communication and followup of Business Plan

IPO Funding/ BrokerageDeals & Hand Holding.

Partners & theirstaff training on Investments Trading companys online tradingplatform.

Coordinating events for Businesspartners with NSE/NSDL/CDSL/AMCs

Liasoning withother departments to quickly resolve HNI clientqueries.

Broking,sub-brokers,Revenuegeneration



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