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Client Advisor-Private Client Group
DryChem India Pvt. Ltd.
Kolkata
Not Disclosed
2 - 3 Years
Full Time - Permanent
Views:104
Applicants:0
Posted on 11 Aug, 2025
In Office
Job Description | Responsibilities
- Execute trades per client strategies
- Advise to grow portfolios and boost AUM
- Cross-sell investment products (Insurance,MF,PMS,SIP,AIF,Bonds,FD,Unlisted Shares,IAP)
- Acquire and retain clients
- Conduct meetings,review portfolios,give recommendations and maintain engagement
Overview
- Industry - Banking / Financial Services, Securities / Stock Brokers / Investment Industry
- Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway, Financial Services / Broking
- Job Role - Relationship Executive / Manager, Investment Advisor
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Trading
Portfolio Management
AUM Growth
Investment Advisory
Client Acquisition
Cross Selling
Mutual Fund
Bonds