Experience

1-3 Years

Salary

3-6 Lakhs

Location

Bihar-Patna, Chandigarh-Chandigarh, Delhi-New Delhi, Jharkhand-Ranchi, Maharashtra- Mumbai, Uttar Pradesh-Lucknow
Posted - 321 days ago
Applications - 5
Vacancies- 6
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
AdvisoryClient Relationship BuildingClient Relationship ManagementCustomer CareCustomer RelationCustomer ServiceField SalesFinanceFinancial Analysis
Industry

Financial Wealth

Functional Area

Financial Service

Employment Type

Full Time

Education

Bachelor Degree

Job Type

Work From Office

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