Investment Banking Analyst

About the job

Work Level: Individual

Core: Communication Skills

Leadership: Responsive

Role: Equity Advisor, PCG, Equity Sales, PCG Advisor, HNI, NHI

Industry Type: Financial Services

Function: BFSI, Investments & Trading - O

Key Skills: HNI,Client Acquisition,Wealth,Private Equity,Sales Advisor,Equity

Education: PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partner

Job Role:

The Affluent Relationship Manager is responsible for acquiring, managing, and growing relationships with affluent and high-net-worth individuals. This role involves providing personalized investment advisory services, driving sales of mutual funds and other investment products, and ensuring superior customer satisfaction.

Roles & Responsibilities:

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

Individually handling clients with the book size of 25 lacs & above.

Creation of revenue & Activation of clients through effective Advisory.

Cross selling of other products like Mutual fund, PMS, Insurance.

Handling Queries & complains of client's & solving it within TAT.

Acquiring new clients & retaining the old clients by periodic meetings.

Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles and employers with relevant jobs across different industries and experience levels. With a focus on e-recruitment technology, we quickly adapt to the new normal and assist job seekers and employers worldwide. We work with many recruiters in sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal to recruit great emerging talents.

For a seamless job search experience, visit https://bit.ly/3QBfBU2.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!