QUQuick Turtle
PCG Advisor,B2B Franchisee Partner Alliance-Equity&Investment Products
Thiruvananthapuram / Trivandrum ₹4-12 LPA Posted 9 Jul 2025
FULL TIME
Market Research
Client Relations
Risk Assessment
Financial Modelling
Equity Analysis
+1 more
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.