Center Partner (CP)
SUITABLE FOR: Existing as well as new Authorized Person / Channel Partners, Professionals such as Insurance Agents, Mutual Fund Advisors, Primary Market Authorized Person, etc. or dealing in any other Financial Services Products & serving an existing/new client base of retails/HNIs with own infrastructure.
PRIMARY ROLE: To acquire, advise & service clients & execute trades for them from own office.
FUNCTIONING: Have a strong sales process for client acquisition with the help of Sushil Finance, advise them based on Sushil Research products & execute client orders. Operate from own office with Sushil trading terminal.
SEGMENTS: All or any of the following.
- Equity Cash & F & O
PRODUCTS: All or any of the following.
- Equities
- Mutual Funds & IPO (Wealth Management and Financial Planning)
- Internet Trading & Mobile Trading
- Loan against Shares (LAS)
- SLBM
REGISTRATION: As an Authorised Person
Managing Partner (MP)
SUITABLE FOR: Existing as well as new Authorized Person / Channel Partners, Professionals such as Insurance Agents, Mutual Fund Advisors, Primary Market Authorized Person, etc. or dealing in any other Financial Services Products & serving an existing/new client base of retails/HNIs.
PRIMARY ROLE: To advise clients & execute trades at Sushil Finance office through a dedicated Relationship Manager.
FUNCTIONING: Thoroughly understand Sushil Research products & advise clients to invest or trade. Operate offline from Sushil Finance office during trading hours or from home or own office & place client orders with the appointed Relationship Manager at Sushil's office.
SEGMENTS: All or any of the following.
- Equity Cash & F & O
PRODUCTS: All or any of the following.
- Equities
- Mutual Funds & IPO (Wealth Management and Financial Planning)
- Internet Trading & Mobile Trading
- Loan against Shares (LAS)
- SLBM
REGISTRATION: As an Authorized Person
Whole Time Director
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