High Salary Relationship Manager- Advisory

4 weeks ago


Hyderabad India SkillLabs Full time

Job Description 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.



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