- 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.
- Strong knowledge of Equity & F&O;.
- Experience in HNI client handling and equity advisory.
- Proven experience in brokerage/revenue generation.
- NISM Equity & Derivatives certification preferred.
- Solid communication, analytical and relationship-management skills.