Insurance, Equity, Financial Advisor Tpp

2 days ago

Prabhadevi Mumbai Maharashtra, India Serving Skill Full time

Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, PMS, FD, RBI Bonds etc) 3. Client meetings directly and joint meets along with Bank PBG RM's4. Pitching our research ideas to customers.

Handling NR clients advising and analyzing Investment strategies in Equity and Private wealth

management Product offering to increase the AUM of client.
- Dealing in Equity, Mutual fund, FNO and PMS.
- Activation of Non-Trader / Stop Tracer customers and managing their portfolios.
- Managing Portfolio of Approx. more than 120r with 400 HNI Clients.
- Coordinating with Bank for assisting client on regulatory changes and updating client the same.
- Resolving Queries and Issues of the clients.
- Managing Relationship With NR Based clients to Improve Relationship and value of
- Existing customer
- Responsible for developing and managing a portfolio of NR Clients.
- Advising clients and analyzing Investment strategies in Equity and Private wealth
- management Product offering increasing the AUM of client.
- Resolving Queries and issues of the clients regarding TDS Statements and as per the
- client’s requirement providing the respected documents.
- Advising client’s different financial products after understanding their Financial Goals,
- Products like Equity, Mutual Funds, FNO, PMS, Bonds.
- ** Accountable for Trade Execution on behalf of clients and Monitoring position and**:

- advising as per the market condition and sentiments
- Doing monthly Portfolio Review of client’s portfolio with Research Team of company
- and providing Remark as per market condition
- Coordinating with Bank for assisting client on regulatory changes and updating client
- the same.

Pay: ₹900,000.00 - ₹1,200,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)
- Sales: 1 year (preferred)
- Relationship management: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: In person

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