Portfolio Growth Expert

2 days ago

GTB Nager, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 30,00,000
Client Advisor Job Opportunity

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi

Designation: Equity Advisor

Vertical: Private Client Group

  • Execute trades on behalf of clients, aligning with their investment strategies and preferences.
  • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
  • Promote and cross-sell third-party investment products, including Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, Fixed Deposits, Unlisted Shares, and Investment Advisory Services.
  • 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.
Required Skills and Qualifications:
  • Educational Qualification: Postgraduate degree required.
  • Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
  • Hands-on experience in broking with a strong understanding of financial products and market trends.
  • Proven track record in managing High Net Worth Individuals and Ultra High Net Worth Individuals clients.
  • Certification: NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and sales target achievement.
  • Prior experience in the broking industry is a must.
About Murugappa:

Murugappa Group is one of India's leading business conglomerates. The group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major companies of the group include several well-known companies.

If your profile matches the above requirement, please share your updated CV.

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