Financial Portfolio Advisor

Job Title: Wealth Manager

Location: Andheri & Thane, Mumbai

Mode: On-site

Candidate must be NISM Equity & Derivatives certified.

Role and Responsibilities:

1. Responsible for sourcing new clients and developing strong relationships with existing clients to service them for their Equity, Debt & Derivative product portfolios.
2. Cross-selling investment products like Mutual Funds, Insurance, PMS, AIF, NCDs, Fixed Income, Structured Products, etc., to match client needs for investment and loan products.
3. Stay updated with market knowledge and intelligence through research reports, important webinars, and training published and conducted by IIFL Securities on a regular basis.
4. Ensure all activities adhere to the company’s strict Compliance, Risk, and Policy guidelines.
5. Develop and maintain long-term relationships with customers to ensure high retention levels.
6. Acquisition of franchise and referral business to grow and strengthen overall business.
7. Daily calling of existing and new customers, prospects, and scheduling web/personal meetings with clients and prospects.
8. Direct acquisition of trading and investment clients, ensuring monthly revenue targets are met.

Mandatory Requirements:

1. Graduate/post-graduate with a minimum of 1–2 years of experience in Equities/Derivatives on the client advisory side.
2. Strong understanding of capital markets.
3. Result-oriented, self-starter, proactive.
4. Strong relationship-building and communication skills.