- Manage a portfolio of high net worth individual (HNI) clients, providing personalized investment advice and guidance on equity products.
- Develop and maintain strong relationships with existing HNI clients to increase revenue through cross-selling opportunities.
- Identify new business prospects and generate leads through networking, referrals, and market research.
- Collaborate with internal teams to ensure seamless execution of trades, settlements, and other client services.
Job Requirements :
- 1-5 years of experience in equity broking or related field such as stock broking or share broking.
- Solid understanding of the Indian stock market dynamics including demat accounts, equity sales, equity trading, equity advisory etc. .
- Excellent communication skills for effective relationship management with HNIs.