Investment Advisor - B2C

Job Title: Investment Advisor - B2C

Location: Prabhadevi, Mumbai

CTC: Up to 6 lac

Experience: Fresher to 3 years

Job Description:

We are hiring Investment Advisors for the B2C segment in our Investment Products (IP) vertical. As an Investment Advisor, you will be responsible for providing exceptional service to our clients, managing their investment portfolios, and exploring opportunities for cross-selling various financial products.

Key Responsibilities:

- Service existing Portfolio Management Services (PMS) clients through phone and video calls, ensuring high levels of satisfaction.

- Build strong relationships with clients by providing timely market updates and insights into their portfolio performance.

- Conduct periodic reviews of client portfolios and make necessary adjustments to align with their investment objectives.

- Identify opportunities for cross-selling PMS, AIF, MF, other Debt & Private equity products.

- Stay updated on market trends and current affairs to provide informed advice to clients.

- Possess strong analytical and communication skills.