Relationship Manager- Advisory (Chennai)
Relationship Manager- Advisory (Chennai)
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Chennai, India -
Posted: less than a week ago
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Description
Designation:Equity Advisor
Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
Certification: NISM Series VIII certification is mandatory. Robust expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. Apply on Kit Job: kitjob.in/job/4mbez9
Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
Certification: NISM Series VIII certification is mandatory. Robust expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. Apply on Kit Job: kitjob.in/job/4mbez9
Highlights
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Company nameSkillLabs -
Job positionRelationship Manager- Advisory (Chennai)
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