We are looking for the position of Straight Talk Acquisition Manager at our Barakhamba Road, New Delhi office. Having Qualification of Graduation and NISM certification. For more info please contact Mr. Harsh Luthra (93544 – 58729)
ABOUT THE ROLE:
The purpose is to support our Investment Advisors in growing and managing client portfolios & ensuring top-quality service to clients / prospects. You will call/schedule appointments, assist with client acquisition, risk profiling, portfolio analysis and follow through with execution & client servicing.
KEY RESPONSIBILITIES:
New Client Acquisition:
1. Reach out to HNIs/SHNIs, understand their financial needs & goals.
2. Call & book appointments with prospective clients.
3. Assist in preparing investment proposals & risk profiles.
Investment Portfolio Analysis:
1. Review prospect’s Existing Investment Portfolios.
2. Compare risk vs return, assess suitability, propose improvements given client’s risk appetite & time horizon.
Execution & Follow-Ups:
1. Ensure suggested portfolio decisions are executed (transactions, documentation).
2. Follow-up with clients / prospects to drive closure of pending actions.
Client Servicing & Support:
1. Serve existing clients: answer queries, introduce new products.
2. Maintain accurate documentation and client records. Ensure compliance.
