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 strong, 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.
- Robust 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]

📌 Regional Advisory Manager (Thane)
🏢 Sharekhan
📍 Thane