Pvt Client Group Advisor - B2B Franchisee Partner Alliance

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

1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.

2) Build rapport with these Partners & help them on-board their clients across products.

3) 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.

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

5) Help distributors on joint calls.

Skills Experience

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

2. B2B Experience in handling Partner Allaince (Franchisees, IFAs) is preferable.

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

4. Need to have good communication skills.

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

6. Desired to achieve sales target.