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Investment Advisor/Relationship Manager

Delhi
Full-Time
Junior: 1 to 3 years

Not Accepting Applications

About the Job

Skills

mba
Finance
Marketing
Communication
Investments
equity markets

We are looking for the profile - Relationship Manager / Investment Advisor (Wealth)

 

 

About Company:

Brighter Mind is a SEBI Registered Investment Advisory firm (SEBI Reg No. INA100016363). It was setup with a vision of creating wealth for retail investors. The company intend this by following the value investment approach and investing in high quality stocks for longer time frame. Its objective is to outperform the market consistently and create a sustainable long term wealth for the investors.

There are quantum of investors who think that equity market is a risky affair and probably a gamble. This is majorly because of lack of awareness among the retail investors and misrepresentation of facts. Brighter Mind is continuously bridging this gap by educating the investors about the equity market investment and the importance of this asset class.

Brighter Mind’s highly passionate team continuously works toward creating wealth for investors from investing in equity market by offering start-of-art research and knowledge to them and offering the best back-end support for their investments.

Website: - https://brightermind.in/

Role: - Investment Advisor/Relationship Manager (Wealth )

 

Job description

 

Roles and Responsibilities

 

1.       Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients.

2.       Will be responsible for primarily improving investor network for equity advisory services.

3.       Responsible for identifying and acquiring potential business associates from the targeted geography

4.       Keep abreast of the market news financial trends & current affairs.

5.       Increase client database by meeting new clients & taking references from the existing ones & building AUM for the organization.

 

 Desired skills-

·         Must be MBA in Finance/Marketing 

·         Excellent interpersonal & Presentable

·         Excellent Communication Skills 

·         Knowledge of the Indian stock market

About the company

Tesk Training Consultancy provides Soft Skills & Communications Training & English Language Coaching, & Recruitment Services

Industry

Education Administration ...

Company Size

2-10 Employees

Headquarter

Ahmedabad, Gujarat

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