Relationship Manager- Advisory

SkillLabs; Delhi; On-site; INR 700,000 - 1,200,000; Full time

Job summary

SkillLabs seeks an Equity Advisor to execute client trades and advise on portfolio growth, with a focus on expanding Assets Under Management (AUM). The role includes cross-selling third-party investment products and maintaining strong client relationships.

They will acquire new clients, meet with clients to review performance, and provide informed investment recommendations to ensure ongoing engagement. Prior broking experience is required.

Qualifications

• Postgraduate degree required.
• Minimum 2 years total experience, with at least 6 months in equity dealing with an Indian broking firm.
• Hands-on broking experience with strong understanding of financial products and market trends.
• Proven track record in managing HNI and UHNI clients.
• NISM Series VIII certification mandatory.
• Strong expertise in client acquisition, retention strategies, and sales target achievement.
• Prior experience in the broking industry is essential.

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.

Skills

Equity broking

HNI client handling

Client acquisition

Sales target achievement

Education

Postgraduate degree

NISM Series VIII

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.