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Investment Advisor

Brighter Mind Investment Advisory

3-6 Lakhs

1-3 Years

Bihar-Patna (+5)

Public Relations (PR)

Vacancies- 6 Interested Candidates - 288 AdvisoryClient Relationship BuildingClient Relationship Management+ 6 More
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Personal Details

Investment Advisor Screening Questions

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:

Industry

Financial Wealth

Functional Area

Financial Service

Employment Type

Full Time

Education

Bachelor Degree

Job Type

Work From Office
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