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PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment

2 - 5 years

6 - 10 Lacs

Mumbai

Posted:20 hours ago| Platform: Naukri logo

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Skills Required

Portfolio Management financial analysis equity broking investment advisory bonds business development capital market investment products b2b relationship management portfolio management services selling mutual funds acquisition wealth management finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (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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