
Senior Financial Services Professional
1 day ago
Key Responsibilities:
- Identify and onboard sub-brokers/agents, explain revenue models, and ensure regulatory compliance. Conduct training sessions, drive client acquisition, boost assets under management, and cross-sell financial products.
Required Candidate Profile:
- 2–3 years of experience in the financial services industry, preferably in a broking house, sub-broker channel, or mutual fund distribution network.
Expected Outcomes:
- Build strong relationships with sub-brokers/agents and other stakeholders.
- Develop and implement effective strategies to increase assets under management.
- Ensure seamless onboarding and training processes for new sub-brokers/agents.
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