Strategic Portfolio Advisor

3 days ago


India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,10,00,000
Client Advisor Job Description

This role involves delivering exceptional client experiences and driving business growth.

  • Execute trades on behalf of clients, aligning with their investment strategies and preferences.
  • Provide expert advisory services to enhance portfolio growth, focusing 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.

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