Equity Advisor and Sales RM for HNI

Company Description Centrum Finverse Limited is a prominent financial services provider committed to delivering exceptional solutions tailored to clients' needs. Specializing in wealth management and financial planning, the company aims to empower clients with expert advice and personalized services. With a focus on innovation and excellence, Centrum Finverse strives to build long-term relationships rooted in trust, transparency, and performance.

Join our team and embark on a journey to help individuals and businesses achieve their financial goals. Role Description This is a full-time, on-site role based in Kolkata for an Equity Advisor and Sales Relationship Manager (RM) for High Net Worth Individuals (HNI). In this role, you will actively manage client relationships, provide expert investment advisory and portfolio management services, and drive sales by offering tailored financial solutions to meet clients’ needs.

You will also focus on delivering excellent customer service, identifying new business opportunities, and cultivating long-term partnerships with clients. Qualifications Strong skills in Customer Service to build and maintain client relationships In depth knowledge of Indian Equity and Derivatives market Stronge knowledge of MF , Fixed Income Product and LAS Proven expertise in Investments and Finance to provide sound financial advice and solutions Experience in Sales with a focus on achieving targets and driving revenue growth through MF, Fixed Income Products , LAS and Equity products Knowledge of Portfolio Management to optimize client investments and generate returns Strong communication, interpersonal, and negotiation skills Ability to work in a dynamic, client-focused environment Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred Relevant certifications such as NISM or CFA will be an added advantage Previous experience working with HNI clients is highly desirable