Posted:2 months ago|
Platform:
On-site
Full Time
Job Description
Job Title: B-2-B RM
Reports to: Director
Location: Andheri (East)
Skills Required:
Good Communication & interpersonal skills.
Knowledge of MS-Excel, word, Power point.
Should possess strong networking & relationship building skills.
Should be result oriented & team player.
Energetic person with excellent analytical & multitasking abilities.
Duties & Responsibility: B-2-B
Initiating and building distribution channel by appointing new distribution partners.
Understanding and offering various financial products to channel partners
Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and
portfolio structuring for their investors.
Managing client AUM Across different financial products.
Ability to sustain business relationships through prudent & meaningful Advisory and
prompt delivery with regards to key deliverables.
Education and Experience:
Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA
an added advantage.
2 to 6 Years’ experience in channel management.
Paradigm Global Consulting
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