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Tesk Training Consultancy

Investment Advisor/Relationship Manager

Early Applicant
  • 5 months ago
  • Be among the first 50 applicants

Job Description

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

About Company

Brighter Mind is a SEBI Registered Investment Advisory firm (SEBI Reg No. INA100016363). It was setup with a vision of creating wealth for retail investors. The company intend this by following the value investment approach and investing in high quality stocks for longer time frame. Its objective is to outperform the market consistently and create a sustainable long term wealth for the investors.

There are quantum of investors who think that equity market is a risky affair and probably a gamble. This is majorly because of lack of awareness among the retail investors and misrepresentation of facts. Brighter Mind is continuously bridging this gap by educating the investors about the equity market investment and the importance of this asset class.

Brighter Minds highly passionate team continuously works toward creating wealth for investors from investing in equity market by offering start-of-art research and knowledge to them and offering the best back-end support for their investments.

Website: - https://brightermind.in/

Role: - Investment Advisor/Relationship Manager (Wealth )

Job Description

Roles and Responsibilities

  • Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients.
  • Will be responsible for primarily improving investor network for equity advisory services.
  • Responsible for identifying and acquiring potential business associates from the targeted geography
  • Keep abreast of the market news financial trends & current affairs.
  • 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

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 29/05/2024

Job ID: 80194203

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Last Updated: 20-11-2024 08:30:03 PM
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