Identify, acquire, and manage high-net-worth and retail clients by understanding their financial goals and risk appetite.
Open and manage
Demat and trading accounts
, ensuring proper documentation, KYC, and regulatory compliance.
Advise clients on
mutual fund investments
(equity, debt, hybrid, ELSS) based on financial objectives and market conditions.
Recommend suitable
life insurance products
such as term insurance, ULIPs, endowment, and retirement plans for financial protection.
Create customized
investment portfolios
aligned with clients' short-term and long-term goals.
Coordinate with
Portfolio Management Services (PMS)
providers for advanced investment solutions.
Monitor portfolio performance and provide regular investment reviews and reports.
Educate clients on market trends, product features, and risk management strategies.
Maintain strong client relationships through periodic reviews and proactive engagement.
Ensure adherence to regulatory requirements (SEBI, AMFI, IRDAI) and internal compliance standards.
Key Responsibilities
Client onboarding and servicing for
Demat accounts
Investment advisory for
mutual funds
Financial protection planning through
life insurance
Portfolio construction, monitoring, and rebalancing
Risk profiling and suitability assessment
Regulatory compliance and documentation
Revenue generation through ethical cross-selling
Client retention and long-term relationship management
Job Type: Full-time
Pay: ?20,000.00 - ?35,000.00 per month
Work Location: In person
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