2 - 3 Years
Not Disclosed
Full Time - Permanent
Kolkata

Views:90

Applicants:0

Posted on 11 Aug, 2025

Sorry, this vacancy has been closed and is no longer accepting applications.

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
Job Description | Role and Responsibilities

  1. Execute trades per client strategies
  2. Advise to grow portfolios and boost AUM
  3. Cross-sell investment products (Insurance,MF,PMS,SIP,AIF,Bonds,FD,Unlisted Shares,IAP)
  4. Acquire and retain clients
  5. Conduct meetings,review portfolios,give recommendations and maintain engagement

Candidate Profile | Who Can Apply
Education
  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization
Job Related Keywords
About Employer

Sorry, this vacancy has been closed and is no longer accepting applications.

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