Job Description

• Achieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing
• Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.
• Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail Broking
• Working closely with compliance, legal, and other departments to provide holistic service & support to clientele
• Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions.
• Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaigns
• Conduct continuous capital market research to be updated on the latest trends.
• Responsible for building AUM and revenue generation as per company benchmarks.

• Bachelors Degree in Finance or related business field.
• 2+ years experience in an RM position in the BFSI industry.
• NISM Exam clearance & renewal as per requirement.
• Exceptional interpersonal communication and relationship-building skills.
• Strong understanding of capital markets and investment management.

Expertia AI Technologies