Handling the B2B (business to business) initiative of the iGM (iFast Global Markets Vertical India) that focuses on developing tie-ups and managing relationships with financial advisors engaged in the business of selling financial products domestic as well as global
Managing client onboarding and investments for advisory products.
Conducting training programs for the financial advisors and being actively involved in their development process
Updating clients periodically and reviewing their portfolios.
Business Generation and Opportunity Identification
Key Advisor Account Acquisition, Management and Relationship Building
Planning, forecasting and reviewing of market trends
Customer Relationship Management
Providing support to Product & Marketing teams with ground views.
CFA/CWM/Associate Planner with relevant experience
Minimum 2 years of prior work experience
Passionate, driven and result oriented and willing to take ownership
Aptitude to constantly learn and update oneself with latest developments in the field of investments