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20/07 Shraddha Dobariya
HR Recruiter at Tekpillar Services

Views:23 Applications:13 Rec. Actions:Recruiter Actions:1

Manager - Business Development - Broking/Portfolio Management Services (1-4 yrs)

Chennai/Hyderabad/Bangalore Job Code: 336029

Roles and responsibilities:

- Develop connections with high-net-worth individuals, corporate clients, and organizations.

- Offer individualized financial advice and solutions.

- Manage investment portfolios, utilizing returns and rebalancing as required.

- Use networking to find and explore new business possibilities.

- Make sure that regulations and internal policies are followed.

- Maintaining customer connections and increasing AUM with chosen clientele.

- Advising affluent individuals on their investments and managing their overall finances

- Portfolio and deepening the wallets of current clients

Required Candidate Profile :

- Experience : A minimum of one year of experience in the broking, finance, or BFSI sales industry.

- Graduation is compulsory.

- Customer Orientation

- High energy levels with a motivation to accomplish.

For additional details, contact us :8488833693

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