Roles and Responsibilities :
- Provide expert advice on equity investments to high net worth individuals (HNIs) and corporate clients.
- Manage portfolios by analyzing market trends, identifying opportunities, and making informed investment decisions.
- Develop and maintain solid relationships with existing clients through regular communication, ensuring their financial goals are met.
- Collaborate with other teams to provide comprehensive wealth management solutions.
Job Requirements :
- 5-9 years of experience in equity advisory or related field such as stock broking or wealth management.
- Strong understanding of the stock market, including knowledge of various instruments like equities, bonds, mutual funds etc. .
- Excellent HNI client handling skills with ability to build long-term relationships.
- Proven track record in portfolio management with a focus on achieving optimal returns.