Job Summary
We are looking for an experienced investment and wealth management professional to manage client relationships, execute trades, provide investment advisory services, and drive business growth. The role involves acquiring new clients, managing existing portfolios, and promoting a wide range of financial products to help clients achieve their investment objectives.
Job Description
Experience: 2 to 5 Years Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune, Delhi
Key Responsibilities:
- Execute trades on behalf of clients in line with their investment goals and preferences.
- Acquire new clients and build strong, long-term relationships with existing clients.
- Provide research-based investment advisory services tailored to client profiles.
- Generate revenue through advisory services and portfolio growth initiatives.
- Promote and cross-sell investment and wealth management products such as Mutual Funds, Insurance, PMS, SIPs, AIFs, Bonds, Fixed Deposits, and Unlisted Shares.
- Conduct regular client meetings to review portfolio performance and recommend investment strategies.
- Ensure high levels of client satisfaction through proactive engagement and financial guidance.
Profile Description
- 2 to 5 years of experience in wealth management, investment advisory, broking, or financial services.
- Strong understanding of equity markets, investment products, and portfolio management.
- Proven experience in client acquisition and relationship management.
- Excellent communication, advisory, and sales skills.
- Ability to identify client investment needs and recommend suitable financial solutions.
- Strong analytical mindset with a customer-centric approach.
- Target-driven professional with the ability to manage and grow a client portfolio
