Pvt Client Group Advisor

2 days ago


Jaipur Pune, India Quick Turtle Full time

Job Description - Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance , Equity & Investment Products - Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. - Ensure best services to the Partners (Franchisees, IFAs). - Help distributors on joint calls. Experience Skills: - Should be from Broking Industry with minimum of 2 years of experience. - B2B Experience in handling Partner Allaince (Franchisees, IFAs) is preferable. - Experience in Selling Equity broking & Investment Products along with . - Need to have good communication skills. - Need to have ability to learn and update regularly on Capital Markets. - Desired to achieve sales target.


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