
Pvt Client Group Advisor- B2B Franchisee Partner Alliance
1 week ago
1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.
2) Build rapport with these Partners & help them on-board their clients across products.
3) 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.
4) Ensure best services to the Partners (Franchisees, IFAs).
5) Help distributors on joint calls.
Skills Experience -
1) Should be from Broking Industry with minimum of 2 years of experience.
2) B2B Experience in handling Partner Allaince (Franchisees, IFAs) is preferable.
3) Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF .
4) Need to have good communication skills.
5) Need to have ability to learn and update regularly on Capital Markets.
6) Desired to achieve sales target.
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