Pvt Client Group Advisor B2B Franchisee Partner Alliance, Equity

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.

Skills Required

Training, Pms, Acquisition, Direct Equity, Investment Management