Equity Advisor

TALCHEMY SOLUTIONS LLP

0 years

54 - 0 Lacs

Chennai, Tamil Nadu

Posted:1 day ago| Platform: SimplyHired logo

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Skills Required

Math Financial services In-person

Work Mode

On-site

Job Type

Full Time

Job Description

Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, Fixed Deposits, Unlisted Shares, and Investment Advisory Services . Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Job Type: Full-time Pay: From ₹450,000.00 per month Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Yearly bonus Work Location: In person

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TALCHEMY SOLUTIONS LLP

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Equity Advisor