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Third Party Product Advisor @ Jainam Broking Ltd

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 Third Party Product Advisor

Job Description

Role & responsibilities:


Leadership & Team Management:

  • Lead and support a team focused on selling third party financial products.
  • Motivate and monitor team members to ensure target achievement and productivity.
  • Regularly review performance metrics, share feedback, and conduct skill-enhancement sessions.

Channel Partner Engagement:

  • Build strong working relationships with branches, sub-brokers, and channel partners in and around Ahmedabad.
  • Act as the first point of contact for partners regarding TPP product support, queries, and escalations.

Training & Product Education:

  • Conduct product training and workshops for branches and partners on Mutual Funds, Life/General Insurance, Corporate FDs, Bonds, and more.
  • Keep stakeholders updated on changes in products, new launches, and industry trends.

Sales Strategy & Monitoring:

  • Track sales targets, analyze regional data, and implement strategies to improve performance.
  • Ensure alignment of regional sales efforts with overall company goals.

Market Awareness & Client-Centric Focus:

  • Be a go-to investment expert for TPPs in your region.
  • Offer suggestions and insights to improve client offerings and partner servicing.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Financial Advisor
Employement Type: Full time

Contact Details:

Company: Jainam Broking Ltd
Location(s): Ahmedabad

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Keyskills:   Third Party Products Sales Cross Selling Financial Products Sales Insurance Sales Mutual Funds Sales

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Jainam Broking Ltd

About Company: Jainam is considered as one of the leading stock broking firm of Surat city established in 2004. We are leading provider of multiple trading and investment service under one roof. Jainam strive to provide world class service to everyone connected. Jainam strongly believe in raising ...