Pvt Client Group Advisor

2 weeks ago

Ahmedabad Delhi Kolkata NCR, India QuickTurtle Full time ₹ 80,000 - ₹ 1,20,000 per year

Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products

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.

Location - Delhi, Ahemdabad, Trivendrum,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi.

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