Relationship Manager - Retail Advisor (Chennai)

Relationship Manager - Retail Advisor (Chennai)

30 Oct
|
bwise solutions
|
Chennai

30 Oct

bwise solutions

Chennai

Key Responsibilities:

1. Acquisition of recent clients with margins.

2. Advise clients on equity, derivatives, mutual funds, bonds and other approved securities

products.

3. Understand client financial goals, risk profile, and investment horizon before

recommendations.

4. Execute trades and portfolio actions based on advisory strategy and market conditions.

5. Conduct regular portfolio reviews and provide clear market and performance updates.

6. Ensure strict adherence to SEBI regulations, internal policies and suitability norms.

📌 Relationship Manager - Retail Advisor (Chennai)
🏢 bwise solutions
📍 Chennai

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