Portfolio Advisor

ROLES & RESPONSIBILITIES : -

Minimum 1 year experience is required

1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

2.Maintaining client relationships and generate AUM from preferred clients.

3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition

5.To research, investigate and update them on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.

6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

7.To conduct and assist in organizing seminars, workshops and other business development activities.

To conduct and assist in organizing seminars, workshops and other business development activities.

To schedule your interview send your CV through WhatsApp (number mentioned below)

HR Avdhut : 7796426971