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Partner at Talencia Consulting LLP
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Head - Third Party Products - Stock Broking Firm (8-20 yrs)
Organisation: One of the leading stock broking firms in India
Role: Head - Third Party Products
Reporting to - CEO
Location: Mumbai
Responsibilities -
- Responsible for scaling the business through nurturing the relationship with Product Providers like AMCs, Insurance Companies etc.
- To actively interact with product providers to understand attractive investment opportunities, and trends in the market.
- To conduct various training programmes to help and support RMs in enhancing their knowledge on various financial products, financial markets, etc.
- To support channel with various analytical reports on financial products, market updates and investment strategies.
- To have regular communications with channel on market updates, attractive investment opportunities and regulatory changes
- To help RMs for customer meetings and customer concalls to promote an investment opportunity or guide them on their portfolios, etc.
- To prepare various analytical reports including product notes, market update, product factsheets, etc.
- To follow best practices of industry, code of conducts and satisfy all regulatory requirements needed from time to time
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