Regional Advisory Manager Large Broking House

Responsibilities:

Advisory and Business Service /Support to premium category Business partners.

To assist Business partners to grow their business.

To coordinate with HO Advisors for taking assistance to grow the business of their region.

Selling of Companys Research and Advisory Products Mutual Fund and LAS.

Portfolio Doctoring support for franchisee clients.

Funding/MF/ IPO Advisory support.

Investment Query Resolution

Visits to Outlet of business partner and allocated region.

Relationship building.

HNI Client Meet & Interactions and Seminars. (Market Outlook Mutual Funds Stock Idea Advisory Products etc)

Communication and follow up of Business Plan

IPO Funding/ Brokerage Deals & Hand Holding.

Partners & their staff training on Investments Trading companys online trading platform.

Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs

Liasoning with other departments to quickly resolve HNI client queries.

Broking,sub-brokers,Revenue generation