2 - 7 years
3 - 8 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
• 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.
• Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
• Certification: NISM Series VIII certification is mandatory.
Independent Hr Consultant
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