Investment Advisor

6 days ago


Delhi, Delhi, India Mounee Consulting Services Full time

Role Overview:

We are seeking a skilled Investment Advisor/ Relationship Manager to join our team at Mounee Consulting Services. The ideal candidate will be responsible for new client acquisition, relationship building, and deepening existing relationships to improve investor networks for equity advisory services.

Key Responsibilities:

  • Identify and acquire potential business associates from targeted geographies
  • Keep abreast of market news, financial trends, and current affairs
  • Build and maintain a client database through meetings and referrals
  • Develop and implement strategies to increase client AUM

Requirements:

  • MBA in Finance or Marketing
  • Excellent interpersonal and communication skills
  • Knowledge of the Indian stock market

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