RESPONSIBILITIES :
- Identify and onboard sub-brokers / APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management.
Required Candidate profile
2–3years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.Skills Required
Client Acquisition, Kpi Monitoring