Hi,

Greetings from Avani Consulting Were Hiring!!!

Job Title: Relationship Manager Retail Advisory

Location: Mumbai / Delhi

Role Summary

We are looking for a client-focused Relationship Manager Retail Advisory with a solid advisory background in securities and capital markets. The role involves providing investment advice aligned with client goals, risk profile, and regulatory guidelines, while building long-term client relationships.

Key Responsibilities

- Acquire new retail clients with quality margins
- Advise clients on Equity, Derivatives, Mutual Funds, Bonds, and other approved capital market products
- Assess client financial goals, risk appetite, and investment horizon before recommending products
- Execute trades and manage portfolios as per advisory strategy and market conditions
- Conduct periodic portfolio reviews and provide market/performance updates
- Ensure strict adherence to SEBI regulations, internal policies, and suitability norms





Eligibility & Mandatory Criteria

- Experience: 2-3 years in Retail Advisory / Broking / Securities Advisory
- Certifications: NISM Series V-A and VIII Mandatory
- Background: Pure Advisory/Broking profiles only (Banking profiles not accepted)
- Sales vs Advisory: Candidates must have advisory exposure (pure sales profiles to be avoided)
- Age Limit: Maximum 35 years (for frontline advisory roles)
- Stability: Stable career track preferred; avoid frequent job changes or career gaps

Key Skills

- Strong understanding of Indian Capital Markets
- Client relationship management
- Portfolio advisory & suitability assessment
- Ethical, compliance-driven, client-first approach

More Information,

Contact

HR Aanchal
[email protected]
(phone hidden) - Call & WhatsApp

📌 Hiring For Retail Advisor - Equity & Cross-Sales In Broking Company (Thane)
🏢 Avani Consulting
📍 Thane