Equity Advisor

Roles and Responsibilities :

• Provide expert advice on cross-selling opportunities to clients, identifying potential investment products that align with their financial goals.
• Develop and maintain strong relationships with existing clients, ensuring high levels of customer satisfaction and loyalty through regular communication and proactive service delivery.
• Identify new business opportunities by networking within the community, attending industry events, and leveraging referrals from current contacts.
• Stay up-to-date with market trends and regulatory changes (NISM certification preferred) to provide informed guidance to clients.

Job Requirements :

• 1-12 years of experience in wealth management or related field.
• Strong understanding of cross selling principles and practices.
• Excellent relationship-building skills for effective client engagement.
• Ability to work independently while meeting sales targets.