Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity

1 - 2 years

1 - 2 Lacs

Posted:1 week ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Roles and Responsibilities:

  • Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.
  • Build rapport with these Partners & help them on-board their clients across products.
  • 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.
  • Ensure best services to the Partners (Franchisees, IFAs).
  • Help distributors on joint calls.

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