OnActive
Location
Patna | India
Job description
Job title: Investment Advisor(wealth)/Relationship Manager
Work Location: Lucknow, Patna& Ranchi
Division/Department: Finance
Requirement Severity: Immediate
■ Full-time
■ Experienced
Minimum Experience: 1y
Job Description:
Roles and Responsibilities___
● Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients.
● Will be responsible for primarily improving investor network for equity advisory services.
● Responsible for identifying and acquiring potential business associates from the targeted geography
● Keep abreast of the market news financial trends & current affairs.
● Increase client database by meeting new clients & taking references from the existing ones & building AUM for the organization.
Skill Requirements:
● Excellent communication skills.
● Knowledge of Indian Stock
Mandatory Requirement :
● Mutual Fund Knowledge
Education and/or Work Experience Requirements:
● Must be MBA in Finance/Marketing
● Excellent interpersonal & Presentable
● Proven ability to generate new business and drive revenue growth
● Strong knowledge of investment products, asset allocation, and portfolio management
Salary: Depending on the profile
Job tags
Salary
