Hi,

Greetings from Avani Consulting Were Hiring!!!

Job Title: Relationship Manager Retail Advisory

Location: Bangalore | Chennai | Hyderabad

Role Summary

We are looking for a client-focused Relationship Manager Retail Advisory with a strong 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 current 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: 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

Uttam HR [email protected]

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📌 Hiring || Equity Dealer - Trading & Cross-Sales || ON role (Bengaluru)
🏢 Avani Consulting
📍 Bengaluru