Financial Portfolio Advisor

The role would be part of a new line of product and service offerings to grow the portfolio and business of our client in the Broking Industry.

The incumbent is expected to assist the Branch Managers in selling / distributing the Financial Products (third party products) like Mutual Fund, PMS, Bonds, NCDs, AIF & other structured investment products by creating awareness and achieve sales objectives in scaling-up the Company'business.

Perspective

Key Responsibilities

Strategy & Planning

• Strategy
• Analyze and identify market needs and opportunities related to investment and financial product offering.
• Assist in developing and implementing Marketing strategy, aligning it with the overall business objectives and revenue targets.
• Analyze consumer behavior, identify market opportunities, and assist in developing strategy to distribute / sell different financial products / services.
• Planning
• Analyze consumer behavior, needs, market trends, and competitive landscapes to formulate effective business growth plans.
• Proactively assist in creating new initiatives to help grow the business and maintain a high level of client satisfaction.

Sales, Marketing and Product Promotion

Forecasting & Reporting

Revenue Generation

Role Requirements

Qualifications

Essential

Graduate / Bachelor’s degree in Business administration, Marketing or related field. NISM certification

Preferred

MBA and / or any other Diploma / Certification in marketing or related field is an added advantage.

Experience

Knowledge and skills