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.
