Job Summary
PA Wealth Private Limited is looking for a proactive and target-oriented Stock Advisory Relationship Manager to acquire new clients, manage investor relationships, and provide stock market advisory services. The ideal candidate should possess strong market knowledge, excellent communication skills, and a passion for helping clients achieve their investment goals.
Key Responsibilities
- Acquire new clients through referrals, networking, and business development activities.
- Build and maintain strong relationships with existing clients.
- Provide stock market recommendations and investment advisory based on clients' financial goals.
- Assist clients in portfolio management and investment planning.
- Achieve assigned sales and revenue targets.
- Keep clients informed about market trends and investment opportunities.
- Ensure compliance with company policies and regulatory guidelines.
Required Skills
- Stock Market Advisory
- Client Relationship Management
- Investment Advisory
- Portfolio Management
- Business Development
- Strong Communication & Negotiation Skills
Pay: ₹30,000.00 - ₹45,000.00 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
- Paid time off
- Provident Fund
Work Location: In person
