Current Opening @ Client Place of Ethos India -
Position Title: Financial Advisor
Department: Private Wealth Management
Qualification: Preferably MBA/CA with a min 3 yrs experience.
Job Responsibilites :
Manage customer base by regularly doing Risk Profiling, Asset Allocation Review, review portfolios & grow wealth.
Acquire new customers to build AUMs & Revenues.
Cross-sell Equity & Commodity broking in partnership with Portfolio Advisors of Equity Desk Regularly classify the customer base
into ABC buckets basis the revenue generated and potential.
Ensure client portfolios are regularly maintained to guide clients on their positions.
Ensure customer calling (outbound) is actively done to share ideas, research views & house views to build AUMs
Current Opening @ Client Place of Ethos India - Position Title: Financial Advisor Department: Private Wealth Management Qualification: Preferably MBA/CA with a min 3 yrs experience. Job Responsibilites : Manage customer base by regularly doing Risk Profiling, Asset Allocation Review, review portfolios & grow wealth. Acquire new customers to build AUMs & Revenues. Cross-sell Equity & Commodity broking in partnership with Portfolio Advisors of Equity Desk Regularly classify the customer base into ABC buckets basis the revenue generated and potential. Ensure client portfolios are regularly maintained to guide clients on their positions. Ensure customer calling (outbound) is actively done to share ideas, research views & house views to build AUMs
