Relationship Manager- Advisory

Designation:Equity Advisor<br /> <br /> Roles and Responsibilities:<br /> Execute trades on behalf of clients, aligning with their investment strategies and preferences.<br /> Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.<br /> 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).<br /> Acquire new clients while maintaining and nurturing long-term relationships with existing clients.<br /> Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required.<br /> Experience: Minimum 2 years of overall experience, with at least 6 months in equity dea...