Job Responsibilities:
- Manage and grow client investment portfolios to achieve AUM and revenue targets.
- Advise clients on equity investments, trading strategies, mutual funds, and wealth products.
- Understand client financial goals and risk appetite to recommend suitable investment solutions.
- Generate brokerage revenue through long-term investment and short/medium-term trading ideas.
- Build strong client relationships, ensure high retention, and acquire recent business opportunities.
- Conduct regular client reviews, provide market updates, and identify cross-selling opportunities.
- Collaborate with Relationship Managers to enhance client engagement and business growth.
- Ensure compliance with regulatory and risk management guidelines.
Requirements:
- 2-7 years of experience in Equity Advisory, Wealth Management, Broking, or Investment Advisory.
- Strong knowledge of Equity Markets, Mutual Funds, PMS/AIF, and Wealth Products.
- Excellent communication, relationship management, and sales skills.
- NISM certification preferred.