PCG Advisor/ B2B Franchisee Partner Alliance

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and...

Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products1) 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...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances.2) Train, Motivate & get productivity from the team.3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products.5) Conduct training of Partners for all our...

1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on...

Role Designation: Manager/Sr. Manager –Trainer – Private Client GroupDepartment: TrainingFunction: TrainingReporting to: AVP - TrainingLocation: Prabhadevi, MumbaiJob PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses...

Regional Franchisee & Fintech Partner (Pre-Launch Opportunity)Amifi Fintech Labs Private Limited| Remote | Commission-Based PartnershipAbout AmifiAmifi is aprivacy-first, AI-powered personal finance apphelping users stayFinancially Disciplinedtoward their short-, mid-, and long-term goals.Built for the global middle-income segment, Amifi combineson-device...

KEY RESPONSIBILITIESAdvising clients on the portfolios and cross selling of third party products.Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.Business analysis and business development by giving training and seminars.For managing day to day or daily client risk. To coordinate with CSE...

1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep...

Vacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor

1) Achieve given AUM and Revenue targets2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel.3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products,...