Marketing Advisor

Jhaveri Securities

3 - 4 Years
1 Openings
1.5-2.0 Lac/Yr
Vadodara
Face-to-Face interview

Key Skills

Having Knowledge Of Wealth Management Products Marketing Advisor

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Job Description

Responsible to generate new business either from existing or new customers on a daily basis

Responsible to ensure preparation of KYC for new customers, registration on BSE platform from the support staff as and when required.

Responsible for reviewing and sending investment reports to all existing customers on a quarterly basis or as and when required.

Responsible to ensure change of non-financial transactions of all existing customers through support staff as and when required.

Responsible for market and generate the business for indirect equity, RBI Bond, MF & NFO, FD, NCDs Bonds, Secondary Bonds, Capital Gain Bonds on a daily basis.

Responsible to arrange/attend client meetings related to MF.

Responsible to support broker channel as and when required.

Responsible to ensure preparation and delivery of Taxation reports and submission to client with the help of support staff on an annual basis.

Responsible to get minimum 20-25 references from existing customers on a monthly basis.

Experience3 - 4 Years
No. of Openings1
EducationAny Bachelor Degree
RoleMarketing Advisor
Industry TypeBanking / Financial Services / Stock Broking
Gender[ Male / Female ]
Job CountryIndia
Job TypeWork from Office

About Jhaveri Securities

Financial risk is associated with every individual and takes a different form in varied situations. Managing these risks for an individual precisely for his special risk management needs is not less than an art and we, at JHAVERI group, are experts in taking care of all your financial risk management needs. We not just manage your finances, but also thrive to solve your problems with expertise and up to date knowledge about the subject. With our experienced professional service, you can be sure of your finances being managed well.