QU

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

Quick Turtle
Kolkata4-12 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.
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