Relationship Manager- Advisory
Job Location:
Monthly Salary:
Posted on:
3 days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Designation:Equity Advisor Roles and Responsibilities: Execute trades on behalf of clients aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products including Insurance Mutual Funds (MF) PMS SIP AIF Bonds Fixed Deposits (FD) Unlisted Shares and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance provide investment recommendations and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition retention strategies and sales target achievement. Prior experience in the broking industry is a must.
