Relationship Manager - Advisory

SkillLabs; Coimbatore District; Presencial; INR 400.000 - 700.000; Jornada completa

Descripción de la vacante

SkillLabs is seeking an experienced broking professional in Coimbatore to execute trades, provide portfolio advisory, and promote a wide range of investment products. The role emphasizes client acquisition and relationship management with a focus on AUM growth.

The ideal candidate has at least 2 years of overall experience, 6 months in equity dealing, and NISM Series VIII certification, with a proven track record in managing high-net-worth clients.

Formación

• 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 an understanding of financial products and market trends.
• Proven track record in managing HNI and UHNI clients.
• Strong client acquisition and retention strategies; ability to meet sales targets.
• Prior experience in the broking industry is essential.

Responsabilidades

• 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 AUM product penetration.
• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, FD, Unlisted Shares, and 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.

Conocimientos

Broking experience

Equity dealing

Client acquisition

Sales targets

AUM knowledge

Educación

NISM Series VIII certification

Descripción del empleo

• 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:

Preferred Candidate Profile:

• 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.