ProHreach Hiring Solution
Website:
prohreach.com
Job details:
Role: Investment Advisor/Relationship Manager
Job Overview:
We are looking for a dynamic and client-focused Relationship Manager / Investment Advisor to manage and grow client investment portfolios. The ideal candidate should possess strong financial knowledge, excellent communication skills, and the ability to build long-term client relationships.
Key Responsibilities:
• Manage client investment portfolios with a focus on Mutual Funds, along with exposure to stocks, bonds, and global investments
• Build and maintain strong relationships with clients
• Understand clients’ financial goals and provide suitable investment solutions
• Prepare investment reports and portfolio analysis
• Conduct quarterly portfolio review meetings with clients
• Stay updated with market trends and investment opportunities
Qualification:
• B.Com qualification
• CFP / NISM certifications (completed or pursuing) will be an added advantage
• Strong communication and interpersonal skills
• Good client-handling and relationship management abilities
• Basic understanding of financial markets and investment products
Click on Apply to know more.