Strategic Investment Advisor

6 days ago

Bengaluru Bangalore Hyderabad Secunderabad Telangana Chennai, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

Key Responsibilities:

  • Provide expert guidance to Ultra High Net Worth clients on equity, futures and options in currency, commodity and equities
  • Manage large customers with a book size of 25 lacs and above
  • Built strong relationships with business associates including partners, franchisees and IFAs to increase business scalability and quality service delivery
  • Help business associates scale their existing customer base and revenue through high-quality services and showcasing future opportunities
  • Responsible for managing existing books and increasing revenue by applying deep market understanding and advanced strategies
  • Meet large customers and business associates regularly to discuss their financial requirements, investment styles, risk appetites and recommend suitable portfolios or actionable advice
  • Create large option books along with revenue and maximize activation of customers of business associates through quality advisory services
  • Upsell and identify opportunities to guide large customers to diversify their investment portfolios by recommending suitable products like mutual funds, PMS, IAP and insurance

Candidate Profile:

  • Minimum 5 years of experience in sourcing and managing PCG B2B Partner Alliance Franchisee vertical of stock broking firms
  • Existing relationship managers team leaders
  • Experts in research of sectors like BFSI Auto FMCG and consumer durables with thorough knowledge of institutional equity research

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