Pvt Client Group Advisor B2B Franchisee Partner Alliance, Equity
ConfidentialPune, Bengaluru / Bangalore, Hyderabad / Secunderabad, Telangana30+ days ago
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.
Skills Required
Training, Pms, Acquisition, Direct Equity, Investment Management
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Client Advisor • Pune, Bengaluru / Bangalore, Hyderabad / Secunderabad, Telangana
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