Develop and manage PMS distribution through National Distributors, IFAs, and channel partners.Provide detailed information about company’s PMS strategies to partners and customers.Increase Assets Under Management (AUM) from channel partners and develop the AUM business for the region.Understand basic stock market concepts, allocation management, and confidently communicate with customers.Meet with prospective PMS clients to discuss PMS […]
1) Acquire new IFA and service existing IFA to achieve set revenue targets. 2) Ensure all the paperwork for the IFA acquired is done including (Agreement signing and compliance formalities)3) Visiting to the IFA mapped at a pre-defined frequency and ensure that he is activated 4) Driving all the Non-broking products through IFA mapped or acquired 5) Ensure all the payouts
We are looking for VP – Operations for one of our client in Stock Broking Industry to be based out of Mumbai. Below is the Brief JD for your reference. Job Description :• Responsible for functioning of Operations across Account Opening, Retail Trade Processing, Equity, Derivative, Currency Derivative, Commodity Derivative, MF Operations, IPO/NCD/BOND/FD/Debt Operations• Managing
