Engage with clients to assess their financial goals, risk appetite and investment preferences.
Recommend and design customized portfolio solutions, including Mutual Funds, Equity, Bonds, PMS and Insurance products.
Conduct periodic portfolio reviews and suggest rebalancing strategies to optimize returns and manage risk.
Drive new business by leveraging existing client relationships, referrals and professional networks.
Collaborate with Research and Advisory teams to align portfolio strategies with market conditions and client objectives.
Meet or exceed monthly and quarterly revenue, sales and client acquisition targets.
Ensure adherence to SEBI, AMFI, and internal compliance policies across all client interactions.
Maintain accurate and updated records of client portfolios, investment performance, and service feedback.
Job Type: Full-time
Pay: ?18,000.00 - ?25,000.00 per month
Work Location: In person
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