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