Ultra HNI Equity & Derivatives hiring .

HR connect Ms. Priyanka - (phone hidden)

Job Purpose

The Advisor Franchisee PCG is responsible for managing client portfolios, providing advisory support, and driving revenue through equity, derivatives, and other financial products. The role focuses on building strong client relationships, activating new clients, retaining existing ones, and cross-selling investment solutions such as Mutual Funds, SIPs, PMS, and AIFs. The Advisor will also collaborate with the franchisee and HO Advisory team to ensure service excellence, compliance, and market-informed recommendations.

Key Deliverables

Ultra HNI Client Advisory & Portfolio Management

- Advise high-net-worth clients on equity, derivatives, currency, and commodity markets.
- Manage large client books (25 Lacs & above) with strategic, research-based investment recommendations.
- Conduct detailed profiling of clients financial requirements, investment style, and risk appetite.
- Recommend suitable portfolios and actionable strategies to maximize returns and client satisfaction.

Business Associate (BA) Relationship & Revenue Scaling

- Build strong relationships with BAs to ensure quality business growth and client service.
- Support BAs in scaling their existing client base and revenue through advisory excellence.
- Act as a mentor and advisor to BAs on market opportunities and investment strategies.

Advisory Excellence & Market Strategy

- Apply deep market understanding and advanced investment strategies to grow client books.
- Create and manage large option portfolios and high-value trades for Ultra HNI clients.
- Provide timely insights on emerging market trends, opportunities, and risk management strategies

Client & BA Engagement





- Conduct regular meetings with high-value clients and BAs to ensure engagement and satisfaction.
- Activate BA clients through high-quality advisory interactions.
- Identify and implement upselling opportunities to diversify client portfolios.

Product Advisory & Upselling

- Guide clients on suitable investment products: Mutual Funds, PMS, IAP, Insurance.
- Ensure portfolio diversification to bring stability, wealth creation, and long-term client retention.
- Focus on increasing client wallet share and BA revenue through structured advisory approaches.Report any identified operational or compliance risk areas promptly.

Role Requirements

Key Requirements

- Educational Qualification
- A Bachelors Degree in Finance, Commerce, Business Administration, Economics, or any related discipline is required.
- A robust academic foundation in capital markets, financial instruments, and investment concepts will be an added advantage.
- Certifications:
- Mandatory: NISM Series VIII Equity Derivatives Certification (must be active/valid as per regulatory norms).
- Relevant Work Experience:
- Minimum 1 - 2 years in Ultra HNI advisory, wealth management, or financial services.
- Experience handling large client portfolios and collaborating with BAs is preferred..
- Experience working within a franchisee-driven business model is a plus.

Why Join Us?

- Join one of Indias most respected and award-winning financial services institutions with a legacy of excellence in equity advisory and wealth creation.
- Continuous training, advanced research support, and access to expert advisory teams help you sharpen your investment and market expertise.
- Competitive incentives, rewards, and recognition programs ensure career and financial growth for high performers..
- Clear pathways to leadership or specialist roles through structured development programs and franchisee network exposure.

📌 Equity Advisor (Maharashtra)
🏢 Wrixty Services
📍 Maharashtra