Senior Investment Advisor

4 weeks ago


Delhi, Delhi, India GFL Recruitment Private Limited Full time

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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