Designation: Equity Advisor Financial Advisor Relationship Manager Wealth Manager Derivatives Advisor Investment Advisor
Location: Mumbai Parbhadevi
Experience: 3- 8 yrs (Graduate)
Salary : 5 lpa to 30 Lpa ctc
Description :
- Financial & Equity Advisory: - Advise clients on equity investments, derivatives, and financial products. - Recommend investment strategies based on customer risk profiles. - Monitor market trends and provide timely investment insights.
- Assist clients in portfolio building and wealth creation. - Educate customers about market opportunities and financial planning. - Promote long-term investment and trading solutions.
- Relationship Management: - Acquire new clients and maintain long-term relationships. - Understand customer financial goals and investment requirements. - Provide end-to-end support for account opening and onboarding. -
- Ensure high levels of customer satisfaction and retention. - Cross-sell investment products including mutual funds andinsurance.
- Derivatives & Trading Advisory: - Guide clients on Futures & Options (F&O) strategies. - Support customers with
- equity and derivative trading opportunities. - Explain market movements and risk management strategies. - Provide
- research-based recommendations in line with compliance norms.
- Franchise Acquisition & Business Development: - Identify and onboard franchise partners and authorized persons. -
- Expand business networks and market presence. - Drive revenue growth through strategic partnerships. - Support franchise partners with product knowledge and business development.
CANDIDATE PROFILE
- We are looking for candidates who: - Have a strong interest in financial markets and investments. - Possess excellent relationship management skills. - Are target-driven and customer-focused. - Can analyze market trends and provide investment guidance. - Demonstrate integrity and compliance awareness.
COMMUNICATION SKILLS
- Excellent verbal and written communication skills. - Strong presentation and client interaction abilities. - Ability to explain financial products in simple terms. - Strong negotiation and relationship-building skills.
QUALIFICATION
- Graduate in any discipline. - MBA, B.Com, BBA, PGDM, or finance-related qualifications preferred. - NISM certifications will be an added advantage for relevant roles.
EXPERIENCE
- - Primarily lateral hiring for experienced professionals. - Experience in Broking, Wealth Management, Banking,
- Insurance, or BFSI is preferred. - Prior experience in equity advisory, relationship management, or investment sales is highly desirable.
PRODUCTS & SERVICES EXPOSURE
- Candidates may work across: - Equity Trading - Derivatives (F&O) - Mutual Funds - IPOs - Wealth Management -
- Portfolio Management Services (PMS) - Bonds and Fixed Income Products - Insurance Solutions
If interested share me your updated resume with below details Asap
- Name:
- Current location:
- Years of exp:
- Current CTC:
- Expected CTC:
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Pay: ₹1,000,000.00 - ₹3,000,000.00 per month
Work Location: In person
