Pvt Client Group Advisor

2 days ago


Ahmedabad, Gujarat, India QuickTurtle Full time

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.

Mandatory Key Skills

b2b sales,corporate sales,lead generation,b2c sales,client relationship management,direct sales,key account management,ar calling,channel sales,client servicing,b2c,medical billing,retail sales,sales,b2b,selling,business development,marketing


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