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Jainam Broking Ltd
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Third Party Product Advisor

Third Party Product Advisor

Jainam Broking Ltd

2 - 6 years

3 - 7 Lacs

Ahmedabad Surat

Posted:1 month ago| Platform:

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Skills Required

Third Party Products Sales Cross Selling Financial Products Sales Insurance Sales Mutual Funds Sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities: Leadership & Team Management: Lead and support a team focused on selling third party financial products. Motivate and monitor team members to ensure target achievement and productivity. Regularly review performance metrics, share feedback, and conduct skill-enhancement sessions. Channel Partner Engagement: Build strong working relationships with branches, sub-brokers, and channel partners in and around Ahmedabad. Act as the first point of contact for partners regarding TPP product support, queries, and escalations. Training & Product Education: Conduct product training and workshops for branches and partners on Mutual Funds, Life/General Insurance, Corporate FDs, Bonds, and more. Keep stakeholders updated on changes in products, new launches, and industry trends. Sales Strategy & Monitoring: Track sales targets, analyze regional data, and implement strategies to improve performance. Ensure alignment of regional sales efforts with overall company goals. Market Awareness & Client-Centric Focus: Be a go-to investment expert for TPPs in your region. Offer suggestions and insights to improve client offerings and partner servicing.

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Jainam Broking Ltd

Financial Services

Ahmedabad

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Third Party Product Advisor