Strategic Client Advisor

7 days ago

Ahmedabad Surat, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000

Key Responsibilities:

  • Trade on behalf of clients with the utmost professionalism.
  • Forge and maintain strong relationships with clients through education on various investment options.
  • Acquire new clients and cross-sell third-party products such as Mutual Funds, Insurance, and SIPs to meet set targets.
  • Conduct regular client meetings and bank branch visits as per established goals.

Specialized Activities:

  • Execute trade orders efficiently.
  • Provide clients with expert advice based on thorough research reports.

Required Skills and Qualifications:

  • Graduation is mandatory.
  • Possession of NISM 8 certification (Equity & derivatives) or NISM 5 certification (Mutual Funds).
  • Strong understanding of the stock market is essential.
  • Excellent communication skills are a must.

Why this Role?

This position offers an excellent opportunity for individuals who are passionate about the financial sector and possess strong interpersonal skills. The ideal candidate will be able to work independently while maintaining excellent relationships with clients.

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