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
Field Sales Officer
HDFC Sales
Join the HDFC Sales team as a Full Time field sales officer at Erekrut, specializing in Banking & Financial Se...
3-6 Lakhs
1-3 Years
Delhi-New ..
Advisory
Human Resources Generalist
PATENTWIRE CONSULTANTS PRIVATE LIMITED
Join the PATENTWIRE CONSULTANTS PRIVATE LIMITED team as a Full Time Human Resources Generalist on Erekrut, spe...
3-6 Lakhs
1-3 Years
Delhi-New ..
Advisory
Work From Home Opportunity
Work From Home Opportunity
Join the team as a Full Time Recruitment Specialist on Erekrut, specializing in Work from home opportunity in...
0-3 Lakhs
0-1 Years
Delhi-New ..
Advisory
Relationship Manager B2B
Wealthvault Research And Analytics Private Limited
Join the Wealthvault research and analytics private limited team as a Full Time Relationship Manager B2B at E...
3-6 Lakhs
1-3 Years
Chandigarh..
Advisory
Relationship Manager
Blinc 360
Join the Rupeek team as a Full Time Relationship Manager at Erekrut, specializing in Financial Service industr...
0-3 Lakhs
1-3 Years
Chandigarh..
Advisory
Laravel&Lumen Developer-Re...
Turbotech GBS
Join the team as a Full Time Laravel & Lumen Developer on Erekrut, specializing in Laravel&Lumen Developer-Re...
3-6 Lakhs
1-3 Years
Delhi-New ..
Advisory
Business Development Manager
Passionworkx Infotech
Join the Pllum Legno Pvt. Ltd. team as a Full Time Business Development Manager on Erekrut, specializing in Bu...
6-10 Lakhs
4-6 Years
Delhi-New ..
Advisory
Assistant Interior Designer
Passionworkx Infotech
Join the Passionworkx Infotech team as a Full Time Assistant Interior Designer on Erekrut, specializing in Int...
3-6 Lakhs
1-3 Years
Delhi-New ..
Advisory
