Role & responsibilities
Candidates should be from the Broking / Securities industry with 35 years of relevant experience.
Trade execution / dealing experience is mandatory.
Experience in Third-Party Product (TPP) sales is required.
Relevant experience in Advisory, Dealing, Trading, or Client Portfolio Management.
Candidates should have valuable communication skills.
Advise high-net-worth clients on equity, derivatives, currency, and commodity markets.
Manage large client books (25 Lacs & above) with strategic, research-based investment recommendations.
Conduct detailed profiling of clients financial requirements, investment style, and risk appetite.
Recommend suitable portfolios and actionable strategies to maximize returns and client satisfaction.