Relationship Manager / Investment Advisor @ VLS Sourcing

Job Description

We are looking for the profile - Relationship Manager / Investment Advisor (Wealth)

 

Role: - Investment Advisor/Relationship Manager (Wealth )

 

Location-Karnal & Meerut

 

Job description

 

Roles and Responsibilities

 

1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients.

2. Will be responsible for primarily improving investor network for equity advisory services.

3. Responsible for identifying and acquiring potential business associates from the targeted geography

4. Keep abreast of the market news financial trends & current affairs.

5. Increase client database by meeting new clients & taking references from the existing ones & building AUM for the organization.

 

Desired skills-

Must be MBA in Finance/Marketing

Excellent interpersonal & Presentable

Excellent Communication Skills

Knowledge of the Indian stock market

 

Thanks & Regards,

Nisha

Human Resources

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Employement Category:

Employement Type: Full time
Industry: Recruitment Services
Role Category: Sales / BDPublic Relations (PR)
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager / Investment Advisor

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Keyskills:   relationship management investment advisory wealth management services