Broking Patnership (Mumbai)

Broking Patnership (Mumbai)

09 Nov
|
Waytogo Consultants
|
Mumbai

09 Nov

Waytogo Consultants

Mumbai

Role & responsibilities

1. Partner Relationship Management

- Manage and strengthen relationships with existing stock broker partners.
- Maintain regular engagement with key stakeholders across partner organizations.
- Understand partner requirements, business priorities and challenges, and identify opportunities to increase business.
- Build strong relationships across business, sales and product teams within partner organizations.

2. Business Growth

- Drive sales and AUM growth through existing broker partnerships.
- Develop and execute partner-wise business plans and engagement strategies.
- Identify opportunities to increase portfolio penetration and client acquisition through partner platforms.
- Track partner performance and proactively work on initiatives to improve business volumes.

3. Product & Portfolio Engagement

- Conduct regular presentations and product sessions for broker teams.
- Communicate portfolio strategy, investment philosophy,



portfolio positioning and periodic changes effectively.
- Provide regular updates to partners on portfolio performance, market developments and relevant product updates.
- Equip partner sales teams with the necessary knowledge and material to effectively position our portfolios to their clients.

4. Current Partner Acquisition

- Identify and map leading stock brokers and other relevant platforms that could become potential distribution partners.
- Initiate discussions and build relationships with prospective partners.
- Present Renaissance Smart Tech's investment proposition and explore potential partnership opportunities.
- Drive the onboarding process in coordination with internal stakeholders.

5. Market Intelligence

- Track developments across the broking ecosystem.
- Understand competitor offerings, partner priorities and market trends.

📌 Broking Patnership (Mumbai)
🏢 Waytogo Consultants
📍 Mumbai

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