Effective Portfolio Strategist

1 week ago


Ahmedabad, Gujarat, India Caring Click Enterprises LLP Full time

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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