Bharat HR
Website:
bharathr.com
Job details:
JOB TITLE- Equity Advisor & Relationship Manager
We're expanding our Sales & Advisory team and looking for driven professionals to fill two exciting roles. If you have a passion for financial markets, client relationships, and wealth solutions — this could be your next big move!
LOCATION- Walk-ins for Cochin & Trivandrum
1.Equity Advisor – Responsibilities:
- - Enhance broking productivity, esp. commodity revenue
- - Drive TPP sales (MF, PMS, AIF, Insurance, NFOs, Unlisted) & grow AUM
- - Acquire self-sourced, margin-strong clients
- - Drive MTF activation & usage
- - Structured client connects & research-backed advisory
2. Relationship Manager – Responsibilities:
- - Acquire clients via open-market sourcing; manage retail/mass affluent/HNI book
- - Recommend MF, PMS, AIF, Bonds, Insurance & structured products
- - Own Net New AUM targets; convert idle cash to long-term investments
- - Periodic portfolio reviews & client engagement
- - Maintain acquisition/sales/activation reports
Requirements (Both Roles):
- - Graduate (Finance/Commerce/BBA/MBA-Finance preferred)
- - 2–3 yrs' experience in Broking, Wealth Management, Private Banking, Investment Advisory or BFSI Sales
- - Strong knowledge of equity/commodity markets, MF, PMS, AIF, Bonds, Insurance, MTF
- - Consultative selling mindset, target-oriented, strong communication & ownership.
Click on Apply to know more.