Senior Investment Advisor
4 weeks ago
Key Responsibilities:
- Provide expert advice on investment opportunities to high net worth individuals and ultra high net worth individuals.
- Stay up-to-date with market trends and provide technical and fundamental stock market reports to clients.
- Generate revenue for the brokerage firm by advising clients on various trading and stock ideas.
- Improve market share in trading and delivery calls through advisory calls to clients.
- Convert dormant clients into active clients through regular meetings and seminars.
- Cross-sell third-party focused products as suggested by the Anand Rathi group.
- Acquire new HNI/UHNI clients through referrals from existing clients and other market references.
Requirements:
- Graduate or postgraduate degree.
- 5 years of relevant experience.
- Good knowledge of capital markets and portfolio management.
- Strong customer relationship and customer satisfaction skills.
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