
Portfolio Growth Specialist
4 days ago
Job Description:
The role of an Equity Advisor involves executing trades on behalf of clients, aligning with their investment strategies and preferences.
It requires providing expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
The advisor must 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).
Key responsibilities include acquiring new clients while maintaining and nurturing long-term relationships with existing clients.
The advisor will conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.
Required Skills and Qualifications:
- Educational background: Postgraduate degree is 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.
Benefits:
As an Equity Advisor, you will be part of a dynamic team that drives business growth through strategic partnerships and innovative solutions.
Our organization offers a competitive compensation package, comprehensive training programs, and opportunities for professional development.
About Us:
Our organization is a leading business conglomerate with a presence across various industries. We value diversity, innovation, and teamwork, and we are committed to making a positive impact on society.
If your profile matches our requirements, please submit your updated CV for consideration.
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