Posted:2 days ago|
Platform:
Work from Office
Full Time
Responsibilities:
Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones.Advise clients on their equity portfolios and provide recommendations to generate brokerage through advisory services.Stay updated with market knowledge and trends to provide informed guidance to clients.Ensure compliance with all relevant regulations, policies, and risk management practices.Keeping the clients updated on their orders and facilitating cross-selling of products like mutual funds, SIPs, and portfolio management services (PMS) to clients.Conduct client meetings and presentations as necessary.Going to meet the clients if necessary.Qualifications:Bachelor's degree in any field (finance, economics, or related disciplines preferred).Excellent communication and interpersonal skills to effectively interact with clients.Proficient in using relevant software and tools for portfolio analysis and client relationship management.Strong understanding of financial markets, investment products, and regulatory requirements.Ability to work in a team and collaborate with other departments or functions as needed.
Capital Placement Services
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
2.64 - 3.0 Lacs P.A.
Mumbai, Maharashtra, India
Experience: Not specified
Salary: Not disclosed
Ghaziabad, Uttar Pradesh, India
Experience: Not specified
Salary: Not disclosed
Pune, Maharashtra, India
Salary: Not disclosed
Pune, Maharashtra, India
Experience: Not specified
Salary: Not disclosed
Anand, Gujarat, India
Experience: Not specified
Salary: Not disclosed
Dehradun, Uttarakhand, India
Salary: Not disclosed
Hyderabad, Chennai, Bengaluru
3.25 - 4.5 Lacs P.A.
Varanasi, Indore, Patna
3.25 - 4.5 Lacs P.A.
Mumbai, Maharashtra, India
Salary: Not disclosed
