
Equity Advisor
1 week ago
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.
Pay: From ₹450,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Life insurance
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
- Yearly bonus
Work Location: In person
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