Partner Operation Team

Designation: Executive/Sr. Exectuive/Asst. Manager/Manager Roles and Responsibility: Give a welcome call to IFA(Individual Financial Advisor) once he uploads data for the first time post his on-boarding and take the valuable feedbacks. Based on the feedbacks received and query raised follow up and co-ordinate with the other team members to give solution to IFA. Follow up…


Partner Success Team

Partner Success Team Role Sr. Executive Partner Success Team Reporting to: Head – Partner Success Team Educational Qualifications MBA-Finance B.Com CFP (Additional Qualification) At least 1 to 5 years experience Overview of the Role Responsible for being a one point contact and mentoring Independent Financial Advisers with an aim to help they meet their revenue…