Job Description

Job Title: Equity Relationship Advisor Key Responsibilities: Manage and execute equity trades for clients in line with their personalized investment strategies and preferences. Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM). Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings. Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth. Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust. Stay updated on market trends and financial products to offer the most relevant solutions to clients. Preferred Skills & Experience: In-depth knowledge of equity markets and various financial instruments. Proven ability to build and maintain strong client relationships with a focus on long-term retention. Strong communication skills, capable of explaining complex investment products and strategies to clients. Experience in client acquisition, as well as retention and portfolio growth. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR, Dhanashri at 7796426785.