24 Oct
|
bwise solutions
|
Bengaluru
24 Oct
bwise solutions
Bengaluru
Key Responsibilities
1. Acquisition of new clients with margins.
2. Advise clients on equity, derivatives, mutual funds, bonds and other approved securities
products.
1. Understand client financial goals, risk profile, and investment horizon before
recommendations.
1. Execute trades and portfolio actions based on advisory strategy and market conditions.
2. Conduct regular portfolio reviews and provide explicit market and performance updates.
3. Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
📌 Relationship Manager - Retail Advisor (Bengaluru)
🏢 bwise solutions
📍 Bengaluru