Financial Advisor - Mumbai, India - SKS Enterpprise
Description
Position Name - Financial Advisor
- Family Offices (Institutional Sales)
Location - Mumbai**
Experience Range - - 10 years**
Mandatory Requirement:
- Client Acquisition
- Institutional Sales
- Client Servicing
About the client:
Our client is one of the premier asset management companies in India, with over 20 years of a track record of investment excellence.
It focuses to deliver a high performance which has immensely helped the fund house to generate a large number of investor folios.
Job Role and Responsibilities:
- Establish, grow, and manage investment relationships with clients
- Be the primary client contact and trusted investment advisor
- Deepen existing client relationships by providing appropriate investment advice and solutions
- Acquire new clients through market intelligence & engagements
- Drive sales of DSP products to suitable client portfolios
- Share market updates and house views to clients on a timely basis
- Update clients on their investments and its performance
- Leverage existing client relationships and other sources to acquire new clients
- Recognize changes in client's/ market environment which may present opportunities
- Enhance client experience through strong relationship management
Qualification and Experience:
- Superior understanding of Markets and Products
- Strong knowledge of different asset classes
- Experience of providing investment advice and solutions
- Strong interpersonal and communication skills
- Good Analytics Skills
- Digital Mindset
Other Details:
5 days working + excellent variable option
More jobs from SKS Enterpprise
-
Graphic Designer
Mumbai, India - 3 weeks ago
-
Compliance Officer
Ahmedabad, India - 3 weeks ago
-
Customer Representative Executive
Salem, India - 2 weeks ago
-
Performance Marketing Executive
Borivali, Mumbai, Maharashtra, India - 5 days ago
-
Digital Marketer
Mumbai, India - 2 weeks ago
-
Administration
Mumbai, India - 3 days ago