Financial Advisor

As a Relationship Manager/Financial Advisor, you will play a crucial role in driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services in the fast-paced financial services industry. Your responsibilities will include leading a team of Relationship Managers to achieve business targets and client acquisition goals. You will oversee the management of client portfolios, providing guidance on financial planning, investment strategies, and market trends. Additionally, you will reactivate dormant client accounts, identify cross-selling opportunities, and execute high-value and complex transactions on the broking platform with accuracy and compliance. Building and maintaining strong relationships with key clients will be a key aspect of your role to ensure high levels of client satisfaction and retention. You will also monitor market developments, provide updates and recommendations to the team and clients, and resolve escalated client queries promptly and professionally. Collaborating with senior management to design and implement strategies for business expansion and client engagement will be essential. You will need to ensure adherence to regulatory compliance, internal policies, and quality standards throughout your work. To excel in this role, you should hold a Bachelor's degree in Business Administration with a focus on Finance or a related field. A minimum of 3-7 years of experience in financial services, broking, or wealth management is required. Strong knowledge of broking business, investment products, and financial markets is essential. A proven track record of leading successful sales and client management teams, excellent communication, leadership, and interpersonal skills are key attributes for this position. Possessing NISM VIII certifications is preferred to be successful in this role.,