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Relationship Manager - Advisory

Relationship Manager - Advisory

0 years

|

0 Lacs

bengaluru karnataka india

Posted:1 day ago| Platform: Foundit logo

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Skills Required

mutual funds fixed deposits insurance bonds investment advisory services unlisted shares

Work Mode

On-site

Job Type

Full Time

Job Description

Designation: Equity Advisor

Roles And Responsibilities

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 (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
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.

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Higher Education

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