Investment Advisor
Experience
Salary
Location
Job Description
Job Summary:
We are seeking a dynamic and driven individual to join our team as an Equity Advisory Services Manager. The ideal candidate will have a strong background in finance, excellent communication skills, and a deep understanding of the Indian stock market. This role is critical for expanding our client base, enhancing relationships with existing clients, and building our investor network.
Roles and Responsibilities:
-Client Acquisition and Relationship Building:-Acquire new clients and establish new relationships.
-Strengthen and deepen relationships with existing clients.
-Investor Network Expansion:
-Focus on improving the investor network specifically for our equity advisory services.
-Business Associate Acquisition:
-Identify and acquire potential business associates from targeted geographies.
-Market Knowledge:
-Stay updated with market news, financial trends, and current affairs to provide informed advice to clients.
-Client Database Expansion:
-Increase the client database by meeting new clients, leveraging references from existing clients, and building assets under management (AUM) for the organization.
-Desired Skills:
Designation
Investment Advisor/ Relationship Manager - Field Sales
Key Skills
Industry
Financial Wealth
Functional Area
Financial Service
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Office
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