- Provide expert advice on equity, mutual funds, PMS, demat, and other financial products to high net worth individuals (HNIs) and corporate clients.
- Develop and maintain strong relationships with existing HNI clients through regular communication and exceptional service delivery.
- Identify current business opportunities by networking within the industry and leveraging referrals from current contacts.
- Collaborate with internal teams to ensure seamless execution of trades, settlements, and other transactions.
Job Requirements :
- 2-6 years of experience in broking or dealing in equity derivatives, mutual funds, NISM certification preferred.
- Strong understanding of brokerage generation models for HNI acquisition and retention.
- Excellent communication skills for effective HNI client handling and relationship management.
📌 PCG Advisor (Mumbai)
🏢 Credicus Business Services
📍 Mumbai
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