
Lead Investor Relations Specialist
1 day ago
We are seeking a skilled Client Advisor to join our team.
About the Role- The ideal candidate will be responsible for acquiring and handling high net worth individual (HNI) clients with a book size of Rs. 25 Lac and above.
- The role involves advising HNI clients on equity, derivatives, currency & commodity markets and generating revenue from them.
- Cross-selling third-party products such as mutual funds, portfolio management services, alternate investment funds, listed assets, initial public offerings, and insurance.
- Handling client queries and complaints in a timely manner.
- Applying deep market understanding and advanced strategies to increase book size and revenue.
- Profiling clients through in-depth reviews of their financial requirements, analyzing information, and recommending portfolios.
- Monitoring and enhancing advisor skills through call tracking, weekly targets, and meetings.
- Strong knowledge of equity, derivatives, currency & commodity markets.
- Ability to analyze complex financial data and make informed recommendations.
- Excellent communication and interpersonal skills.
- A competitive salary and bonus structure.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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