- Provide equity advisory and investment solutions to clients.
- Execute client buy/sell orders accurately and on time.
- Grow AUM through advisory and portfolio management.
- Cross-sell financial products such as Mutual Funds, Insurance, PMS, SIPs, Bonds, FDs, AIFs.
- Acquire new clients and maintain strong relationships with existing clients.
- Conduct client meetings and provide regular investment updates.
Preferred candidate profile
- Graduate with 1+ years of experience in Equity Advisory, Stock Broking, or Wealth Management.
- Good knowledge of equity markets and financial products.
- Robust communication, relationship management, and sales skills.
- NISM certification will be an added advantage.