Effective Portfolio Strategist
1 week ago
About this role:
Caring Click Enterprises LLP seeks a skilled Equity Advisor to manage client relationships and drive revenue growth.
Main Responsibilities:
- Build and maintain strong relationships with existing clients to increase revenue.
- Identify new business opportunities and add new clients to expand revenue streams.
- Provide expert advice on clients' portfolios and manage their investment needs.
- Stay up-to-date with financial market trends and products to make informed investment decisions.
- Ensure exceptional customer service and proactively source new clients through referrals and open market channels.
Requirements:
- Bachelor's degree in Commerce (BCOM), Master's degree in Commerce (MCOM), or MBA with NISM Equity Derivatives certification.
- 1-2 years of experience in a related field.
- Excellent communication skills and a genuine interest in client well-being.
- Proficiency in Gujarati, Hindi, and English languages.
- Background in AMC, Mutual Funds, or Securities preferred.
Salary and Industry:
INR 1,80,000 - 3,00,000 per annum in the Banking/Financial Services/Broking industry.
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