Primary role
• Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner.
• Providing financial products training to Distributors for Business Development.
• Plan activities and strategies for business development for distributors.
• Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements.
• Develop positive working relationships with partners to build business.
• 1) Products: Mutual Funds, Insurance, Loan against Security (LAS), Bonds etc.
• 2) Business targets: Recruitment of Financial Products Distributor, Product sales etc.

Role: Portfolio Manager
Industry Type: Financial Services
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Trading, Asset & Wealth Management

Education
UG: Any Graduate
PG: Any Postgraduate

Key Skills
Training financial products Mutual funds Product portfolio Product sales Entrepreneur Recruitment Investment