Location
Chennai
Job Type
Full Time
Posted
June 07, 2026
Job Description
Location: Chennai, Bangalore, Hyderabad
Designation: RM Advisor
Roles and Responsibilities:
• Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.
• Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.
• Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
• Drive revenue growth while ensuring client profitability and long-term engagement.
• Provide clients with market insights and investment advisory services based on current financial conditions.
• Acquire new clients through referrals from existing customers.
•...