Job highlights

- Experience in client acquisition and brokerage generation with strong knowledge of wealth management products like Mutual Funds, AIF, PMS, IPOs

- Acquire and retain clients, grow AUM, generate brokerage, and provide market insights and advisory

KEY RESPONSIBILITIES

1. New Client Acquisition & Client Retention

- Acquire clients through networking, market intelligence, references from existing clients and assigned leads from the organization (including inactive clients).

- Develop and sustain a long-term relationship with these clients.

2. Brokerage Generation

- Grow client AUM and generate brokerage.

- Achieve monthly and quarterly business targets across relevant segments.

- Onboard and transition newly acquired clients to the dealing desk for smooth interaction and services.

3.



Product Knowledge & Advisory

- Monitor market trends, sector performance and domestic and global indicators.

- Share relevant market insights and stock ideas with clients.

- Introduce clients to the company's broader suite of wealth management products that help them meet their needs, including Mutual Funds, AIF, PMS, and IPOs.

BEHAVIOURAL COMPETENCIES

- Drive: Result-oriented, self-motivated, and proactive approach to work.

- Relationship Building: Robust networking and relationship-building capabilities.

- Communication: Clear and transparent communication that builds trust.

📌 Investment Advisor-Equity (Vijayawada)
🏢 monarch networth capital
📍 Vijayawada