QU

Pvt Client Group Advisor - B2B Franchisee Partner Allianc

Quick Turtle
Pune5-8 LPA Posted 9 Jul 2025
FULL TIME
B2b
Aif
Mutual Funds
Sales
Pms

Job Description

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

Experience Skills:

  • Should be from Broking Industry with minimum of 2 years of experience.
  • B2B Experience in handling Partner Allaince (Franchisees, IFAs) is preferable.
  • Experience in Selling Equity broking & Investment Products along with .
  • 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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