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Private Client Group Advisor B2B Franchisee Partner Alliance

Private Client Group Advisor B2B Franchisee Partner Alliance

QuickTurtle

2 - 6 years

8 - 12 Lacs

Kolkata, Mumbai, Chennai

Posted:3 days ago| Platform:

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Skills Required

Investment Equity broking B2B Mutual Funds Portfolio Management Services PMS AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

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. 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 - Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi, Delhi, Ahmedabad, Trivendrum.

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