Pvt Client Group Advisor - B2B Franchisee Partner Alliance

Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products

1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.

2) Build rapport with these Partners & help them on-board their clients across products.

3) 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.

4) Ensure best services to the Partners (Franchisees, IFAs).

5) Help distributors on joint calls.

Skills Experience

1. Should be from Broking Industry with minimum of 2 years of experience.

2. B2B Experience in handling Partner Allaince (Franchisees, IFAs) is preferable.

3. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF .

4. Need to have good communication skills.

5. Need to have ability to learn and update regularly on Capital Markets.

6. Desired to achieve sales target.

Skills Required

Client Relationship Management, Financial Analysis, Portfolio Management, Business Development, crm software