1 years
0 Lacs
Posted:2 months ago|
Platform:
On-site
Full Time
DESCRIPTION
📍 Location: Indore
🕒 Job Type: Full-Time
🏢 Company: The Equal Research Investment advisory
💼 Department: Investment Advisory
Profile - Business Development Executive
Experience - 1 to 2 years
Key Responsibilities:
Assist in onboarding new clients and completing KYC & documentation processes.
Maintain regular contact with clients to build long-term relationships.
Understand client profiles and assist in recommending suitable investment products.
Support senior advisors with portfolio reviews, reports, and product recommendations.
Track client portfolios and follow up for reviews, renewals, and upselling opportunities.
Ensure compliance with SEBI guidelines and internal policies.
🎓 Required Qualifications:
Bachelors degree in Finance, Commerce, Business, or a related field.
1to 3 years of experience in financial services, investment advisory, or client servicing.
Good understanding of, financial planning, and basic investment principles.
Proficiency in MS Office and CRM software.
NISM certification (Mutual Fund or Investment Advisor) preferred.
💡 Key Skills:
Strong communication and interpersonal skills
Relationship-building mindset
Target orientation and follow-up skills
Ethical and customer-first approach
�� What We Offer:
Competitive salary + performance-based incentives
On-the-job training and career development
Opportunity to grow in a fast-paced, client-focused advisory firm
Supportive and professional work environment
📬 How to Apply:
Send your resume to Hr.theequalresearch33@gmail.com
The Equal Research Investment Advisor
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