PCG Advisor,B2B Franchisee Partner Alliance-Equity&Investment Products

ConfidentialPune, Jaipur, Indore

30+ days ago

Job description

Acquisition of Partners viz. 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 across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc.

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

Help distributors on joint calls.

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

Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable.

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

Need to have good communication skills.

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

Desired to achieve sales target.

Skills Required

Equity Analysis, investment strategies, Financial Modelling, Client Relations, Market Research, Risk Assessment

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Partner • Pune, Jaipur, Indore

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