Investment Advisor
Experience
Salary
Location
Job Description
Job Summary:
We are seeking a dynamic and driven individual to join our team as an Equity Advisory Services Manager. The ideal candidate will have a strong background in finance, excellent communication skills, and a deep understanding of the Indian stock market. This role is critical for expanding our client base, enhancing relationships with existing clients, and building our investor network.
Roles and Responsibilities:
-Client Acquisition and Relationship Building:-Acquire new clients and establish new relationships.
-Strengthen and deepen relationships with existing clients.
-Investor Network Expansion:
-Focus on improving the investor network specifically for our equity advisory services.
-Business Associate Acquisition:
-Identify and acquire potential business associates from targeted geographies.
-Market Knowledge:
-Stay updated with market news, financial trends, and current affairs to provide informed advice to clients.
-Client Database Expansion:
-Increase the client database by meeting new clients, leveraging references from existing clients, and building assets under management (AUM) for the organization.
-Desired Skills:
Designation
Investment Advisor/ Relationship Manager - Field Sales
Key Skills
Industry
Financial Wealth
Functional Area
Financial Service
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Office
Related Jobs
Female Digital Marketing
AD Media Network LLP
Join the AD Media Network LLP team as a Full Time Female Digital Marketing on Erekrut, specializing in Female ...
0-3 Lakhs
0-1 Years
Delhi-New ..
Social Media
Female HR Recruiter
AD Media Network LLP
Join the AD Media Network LLP team as a Full Time Female HR Recruiter on Erekrut, specializing in Female HR Re...
0-3 Lakhs
0-1 Years
Delhi-New ..
HR/ Human Re...
Sales Executive
Sapient Realty Solutions
Join the Sapient Realty Solutions team as a Full Time Sales Executive on Erekrut, specializing in Sales Execut...
0-3 Lakhs
0-1 Years
Delhi-New ..
Sales
International Sales Executive
PolicyBazaar.com
Join the team as a Full Time Executive on Erekrut, specializing in International Sales Executive in the Insur...
0-3 Lakhs
0-1 Years
Delhi-New ..
Customer Ser...
Content Writer
Achiever's Organisation
Join the Plixlife team as a Full Time Content Writer on Erekrut, specializing in Content Writer in the IT Serv...
3-6 Lakhs
1-3 Years
Maharashtr..
Advertising
Mainframe Vantage WMA
Webilent
Join the webilent team as a Full Time mainframe Developer on Erekrut, specializing in Mainframe Vantage WMA in...
Confidential
4-6 Years
Delhi-New ..
Software Dev...
Join the Achievers organisation team as a Full Time Recruitment and team managemen on Erekrut, specializing i...
3-6 Lakhs
0-1 Years
Delhi-New ..
HR/ Human Re...
Assistant Sales Manager
Eagle Peak
Join the Eagle Peak team as a Full Time Assistant Sales Manager on Erekrut, specializing in Assistant Sales Ma...
0-3 Lakhs
0-1 Years
Delhi-New ..
Sales