- Manage a portfolio of High Net Worth Individuals (HNIs) for equity broking firm, focusing on acquiring recent clients and generating revenue through brokerage services.
- Provide expert advice to HNI clients on stock market trends, investment strategies, and portfolio management.
- Develop strong relationships with existing clients to increase loyalty and retention rates.
- Identify cross-selling opportunities for other financial products such as derivatives trading, online trading platforms, etc.
Job Requirements :
- 1-7 years of experience in equity sales or related field.
- Strong understanding of the stock market, including derivatives trading and NISM certification preferred.
- Excellent communication skills for effective HNI client handling and relationship building.
- Ability to generate leads from various sources like referrals, networking events, etc.