Role & responsibilities
- Support business partners in growing their equity and asset businesses.
- Drive sales of research and advisory products, including Mutual Funds, PMS, LAS, and other investment solutions.
- Provide advisory support on funding, mutual funds, IPOs, and investment-related queries.
- Conduct regular partner visits and build solid, long-term relationships.
- Organize HNI client meetings, investor interactions, and seminars focused on market outlook, stock recommendations, and advisory offerings.
- Work closely with business partners to identify growth opportunities and enhance client engagement.
Preferred candidate profile
- Experience in Equity Advisory, Wealth Management, Broking, or Financial Services.
- Strong understanding of capital markets and investment products.
- Excellent relationship management and communication skills.
- Ability to drive business growth through advisory and partner engagement.
Interested candidate can share their CVs on mail id
[email protected]
📌 Walk-in || Regional Advisory Manager (Kalyan)
🏢 Sharekhan
📍 Kalyan