Pvt Client Group Advisor B2B Franchisee Partner Alliance, Equity
ConfidentialIndore, Jaipur, Cochin / Kochi / Ernakulam30+ 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
Create a job alert for this search
Client Advisor • Indore, Jaipur, Cochin / Kochi / Ernakulam
Related jobs
- Promoted
VP / AVP / DVP - PCG (Pvt Client Group) Advisor
ConfidentialIndore, Jaipur, Cochin / Kochi / Ernakulam Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodity.Managing large customers with book size of 25lacs & above.
Building strong rapport with Business Associate (Partners, Franchisee...Show moreLast updated: 30+ days ago
- Promoted
SAP FICO Consultant
Cloudely, Incindore, madhya pradesh, in Job Title : SAP FICO Consultant.SAP S / 4HANA 2023 Implementation Modules : Finance, Controlling & Treasury.Role Overview Implement SAP FI / CO and Treasury functions for 3 legal entities, ensuring finan...Show moreLast updated: 2 days ago
- Promoted
- New!
Global Customer Relationship & Sales Manager
Yajur Knowledge Solutionsindore, madhya pradesh, in What if your next role gave you a front-row seat to the global deal-making world.M&A advisors, and private equity funds… all while based in India?.
We’re a fast-growing global advisory platform blen...Show moreLast updated: 3 hours ago
- Promoted
Crypto Trading Intern
Pipraiserindore, madhya pradesh, in Up to ₹30,000 / month (Performance-Based).Pre-Placement Offer (PPO) & Letter of Recommendation (LOR).PipRaisers is a research-driven proprietary trading and mentorship platform focused on building el...Show moreLast updated: 30+ days ago
- Promoted
Cluster Manager / Partner Franchisee Alliances (B2B)
ConfidentialCochin / Kochi / Ernakulam, Indore, Jaipur Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances.Train, Motivate & get productivity from the team.
Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remizer...Show moreLast updated: 30+ days ago
- Promoted
Global Application
Beamindore, madhya pradesh, in Global Application — Beam Wallet Technology Team (India & Asia).Opening Soon — New Beam Wallet Representation in India and Asia.
India and across the Asian region.This step reinforces our commitment...Show moreLast updated: 2 days ago
- Promoted
Senior Associate Credit
Castellan Real Estate Partnersindore, madhya pradesh, in Job Description : Senior Associate Credit.We are seeking a motivated and detail-oriented.The successful candidate will have 7-8 years of relevant credit experience and will work closely with the US ...Show moreLast updated: 30+ days ago
- Promoted
Client Engagement Associate / Consultant
Acquarius Capstorm Limitedindore, madhya pradesh, in Are you someone who thrives on building meaningful client relationships and loves technology and creating real business impact?.
Would you like to be part of a fast-growing Australian SaaS company t...Show moreLast updated: 17 days ago
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCindore, madhya pradesh, in Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
- Promoted
Senior Strategic Advisor
Samaveda Capitalindore, madhya pradesh, in Samaveda Capital | India's First AI-Native Investment Bank.India's ₹10,000+ Cr mid-market M&A industry runs on Excel and email.
MVP v1 deployed, automation live.M Indian SMEs (₹10-100 Cr revenue) ha...Show moreLast updated: 2 days ago
- Promoted
Loan Associate - India
Outsourced Pro Globalindore, madhya pradesh, in Salary : 70,000 – 100,000 INR per month.Job Type : Full-Time | Day Shift (Sydney, Australia Time Zone).Performance-Based Annual Incentive.
Australian home loan processing or lending.Proficiency in Inf...Show moreLast updated: 25 days ago
- Promoted
VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance
ConfidentialVadodara, Indore, Delhi VP / AVP / DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance.QuickTurtle is seeking a highly experienced and strategic.
VP / AVP / DVP - PCG Advisor, B2B Partner Alliance.You'll be instrumental...Show moreLast updated: 30+ days ago
- Promoted
Investor Relations Associate
Talentojindore, madhya pradesh, in Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge.
Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 4 days ago
- Promoted
co-founder
RISK FREE LIFE INSURANCE BROKINGindore, madhya pradesh, in Invitation to Join as Co-founder & Chief Business Officer – Spearhead India's First Advisor-Ownership Platform.A Visionary Leader Who Believes in Empowering Financial Advisors.The Founding Team, RF...Show moreLast updated: 30+ days ago
- Promoted
Advisor - B2B Franchisee Partner Alliance
ConfidentialCochin / Kochi / Ernakulam, Indore, Jaipur Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products.Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.Build rapport with the...Show moreLast updated: 30+ days ago
- Promoted
PCG Advisor,B2B Franchisee Partner Alliance-Equity&Investment Products
ConfidentialPune, Jaipur, Indore Franchisees, IFA (Independent Financial Advisors) & Remisers.Build rapport with these Partners & help them on-board their clients across products.
Conduct training of Partners for all our products a...Show moreLast updated: 30+ days ago
- Promoted
- New!
Investor relation Specialist
Talentojindore, madhya pradesh, in Explain investment products and asset structures in simple terms.Ensure a smooth and positive investor experience.Share customer insights with the Product and Marketing teams for improvements.Basic...Show moreLast updated: 3 hours ago
- Promoted
Global Lead for Microsoft Partner
ALIANDOindore, madhya pradesh, in Job Title : Global Lead for Microsoft Partner.ALIANDO is an award-winning Azure Expert Managed Service solutions company focused on selling and deploying Microsoft technologies for U.For over 20 yea...Show moreLast updated: 25 days ago