Senior Business Advisor

1 day ago


Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

Job Description:

  • Position - Senior Business Advisor
  • Advising high net worth clients on equity and financial products, managing large customers with a book size of 25 lacs and above.
  • Building strong relationships with business associates to bring in business scalability and quality servicing.
  • Helping business associates to scale existing base and revenue through quality service and showcasing future opportunities.

Requirements:

  • At least 5 years of experience in sourcing and managing PCG - B2B/Partner Alliance/Franchisee vertical of stock broking firm.
  • Experts in research of sectors like BFSI, Auto, FMCG, and Consumer Durables, thorough with institutional equity research.
  • Connect with buy-side institutions like mutual fund houses and insurance companies.

Benefits:

  • Creating large option books along with revenue and maximum activation of BA customers through quality advisory services.
  • Upselling and looking for opportunities to guide large customers to diversify their investment portfolios by advising them suitable products like Mutual Funds, PMS, IAP, Insurance.

Others:

  • Profiling of mapped large customers and BA by conducting in-depth reviews of customer financial requirements, analysing investors' investment styles, risk appetite, and recommending suitable portfolios or actionable advice.
  • Managing and growing the customer base through strategic planning and execution.

Keywords: Investment


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