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JOB TITLE- Equity Advisor & Relationship Manager
We're expanding our Sales & Advisory team and looking for driven professionals to fill two exciting roles. If you have a passion for financial markets, client relationships, and wealth solutions — this could be your next big move!
LOCATION- Walk-ins for Cochin & Trivandrum
1.Equity Advisor – Responsibilities:
- Enhance broking productivity, esp. commodity revenue
- Drive TPP sales (MF, PMS, AIF, Insurance, NFOs, Unlisted) & grow AUM
- Acquire self-sourced, margin-strong clients
- Drive MTF activation & usage
- Structured client connects & research-backed advisory
2. Relationship Manager – Responsibilities:
- Acquire clients via open-market sourcing; manage retail/mass affluent/HNI book
- Recommend MF, PMS, AIF, Bonds, Insurance & structured products
- Own Net New AUM targets; convert idle cash to long-term investments
- Periodic portfolio reviews & client engagement
- Maintain acquisition/sales/activation reports
Requirements (Both Roles):
- Graduate (Finance/Commerce/BBA/MBA-Finance preferred)
- 2–3 yrs' experience in Broking, Wealth Management, Private Banking, Investment Advisory or BFSI Sales
- Strong knowledge of equity/commodity markets, MF, PMS, AIF, Bonds, Insurance, MTF
- Consultative selling mindset, target-oriented, strong communication & ownership.
Work arrangement
No
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