Key Responsibilities
Handle and advise HNI/UHNI clients on Equity and F&O.;
Execute and manage equity/derivatives transactions.
Provide market views, stock ideas and investment strategies.
Build and maintain long-term client relationships.
Generate brokerage and revenue through client acquisition and cross-selling.
Monitor client portfolios and provide regular investment insights.
Ensure compliance with SEBI/NSE/BSE regulations.
Requirements
5 years of experience in Equity Broking / Capital Markets / Wealth Management.
Robust knowledge of Equity & F&O;.
Experience in HNI client handling and equity advisory.
Proven experience in brokerage/revenue generation.
NISM Equity & Derivatives certification preferred.
Robust communication, analytical and relationship-management skills.