Relationship Manager- Advisory

SkillLabs; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

SkillLabs in Bengaluru seeks an Equity Advisor to execute client trades and provide investment guidance, driving AUM growth and cross-selling a range of investment products. You will acquire new clients while maintaining long-term relationships with HNI/UHNI portfolios.

Candidates should hold a postgraduate degree with at least 2 years of experience, including 6 months in equity dealing in an Indian broking firm, and must have NISM Series VIII certification. Prior broking experience is essential.

Qualifications

• Postgraduate degree required.
• Minimum 2 years of overall experience with at least 6 months in equity dealing in an Indian broking firm.
• Hands-on broking experience and knowledge of financial products and market trends.
• Proven track record in managing HNI and UHNI clients.
• NISM Series VIII certification is mandatory.

Responsibilities

• Execute trades on behalf of clients aligning with investment strategies.
• Provide expert advisory to enhance portfolio growth and AUM penetration.
• Promote and cross-sell third-party investment products including MF, PMS, SIP, AIF, and more.
• Acquire new clients while nurturing existing relationships.
• Conduct client meetings to review performance and investment recommendations.

Skills

Client acquisition

Relationship management

Equity broking

Sales targets

Financial advisory

Education

Postgraduate degree

Job description

Designation: Equity Advisor Roles and Responsibilities:

• Execute trades on behalf of clients, aligning with their investment strategies and preferences.
• Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
• Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
• Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile:
• Educational Qualification: Postgraduate degree required.
• Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
• Hands-on experience in broking with a strong understanding of financial products and market trends.
• Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
• Certification: NISM Series VIII certification is mandatory.
• Strong expertise in client acquisition, retention strategies, and sales target achievement.
• Prior experience in the broking industry is a must.