Head - Third Party Products - Stock Broking Firm

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