Profile: Equity Advisor
Key Responsibilities:
- Place equity and investment orders on behalf of clients.
- Provide investment advisory and drive AUM growth.
- Cross-sell wealth products including Mutual Funds, SIPs, Insurance, PMS, AIF, Bonds, FDs, Unlisted Shares, and other investment solutions.
- Acquire new clients and build long-term relationships.
- Retain and grow existing client portfolios.
- Conduct client meetings and provide financial guidance.
- Achieve revenue targets through advisory and product penetration
Preferred Profile:
- Experience in Broking, Wealth Management, Investment Advisory, or Financial Services.
- Strong understanding of Equity Markets and Investment Products.
- Excellent client acquisition and relationship management skills.
Pay: ₹11,000.00 - ₹25,000.00 per month
Work Location: In person
