Retail Advisory-Leading company

Avani Consulting; Chennai District, Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Avani Consulting in Chennai invites applications for a role focused on client investment management. You will execute trades on behalf of clients, provide research advisory based on client profiles, and work to generate income and grow the MTF book.

You will promote and cross-sell third-party investment products, including Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, and Fixed Deposits. You will also acquire new clients and meet with them to review portfolio performance.

Qualifications

• Experience in broking industries preferred.

Responsibilities

• Execute trades on behalf of clients, aligning with their investment strategies and preferences.
• Provide our research advisory to the clients based on the client profile to generate income and build MTF book.
• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
• Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
• Conduct client meetings to review portfolio performance.

Job description

Hi,

Role & responsibilities

Key Responsibilities:

• 1. Execute trades on behalf of clients, aligning with their investment strategies and preferences.
• 2. Provide our research advisory to the clients based on the client profile to generate income and build MTF book.
• 3. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
• 4. Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
• 5. Conduct client meetings to review portfolio performance.

Preferred candidate profile

Candidate with relevant experience only apply and preferring from broking industries.