UNIT MANAGER – INVESTMENT

Business Development – Investment (MF, PMS, FD, etc.) & Insurance
Providing support & training to Financial Advisors / IFAs for Business Development.
Preparing business plans and strategies to develop the business of IFA.
Planning different activities to explore better business opportunities and new developments.
Joint Call – accompanying IFA on client meetings.
Addressing and spreading awareness regarding investments in group client meets.
Solving Advisor’s queries.
Establishing strong relationships and communication with Advisors.
Recruitment of Financial advisors / IFAs from the market and provide them a business opportunity to work in financial products.