Job Description

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 facilitate cross-selling of products like mutual funds, SIPs, and portfolio management services (PMS) to clients. Conduct client meetings and presentations as necessary. Going for meeting 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.
Job Types: Full-time, Permanent

Pay: ₹240,000.00 - ₹400,000.00 per year

Benefits:

Provident Fund
Ability to commute/relocate:

Motera, Ahmedabad, Gujarat: Reliably commute or willing to relocate with an employer-provided relocation package (Required)
Experience:

Ventures: 1 year (Required) Stocking: 1 year (Required) Mutual Funds: 1 year (Required)
Work Location: In person