Financial Equity Advisor - Bank

- Acquiring & managing relationship with clients sourced from bank.

- Managing relationship with bank managers for offering advisory services to clients and advising on stocks suggested by our Investment committee(IC).

- Joint meeting with Bank RM and IA to understand the specific of client investment strategy and advising them on the same

- Ensuring high quality of client servicing, regular client interaction, ensuring timely delivery of confirmations and regularly meeting up with them for portfolio review

- Design and provide investment/Finance solutions to meet customer needs

- Advising Clients for Investments in capital markets and from a gamut of wealth products which include ULIP, MF, PMS, Structured Products etc.

- Dealing during markets hours on the terminal

- Interact with clients to update them on research calls and advising on asset allocation within their financial portfolio

- Acquiring new clients

- Maintain Client Relationship and provide high quality service