Advisor - Private Client Group (Mumbai)

Advisor - Private Client Group (Mumbai)

29 Oct
|
Way2wealth
|
Mumbai

29 Oct

Way2wealth

Mumbai

• Manage HNI / Ultra HNI clients for equity and derivatives trading while building long-term client relationships. • Provide investment advisory, market insights, and portfolio guidance to drive trading activity and client engagement. • Generate revenue through brokerage and cross-sell TPP products while servicing Shriram Wealth clients and ensuring adherence to regulatory, compliance, and risk management frameworks.

📌 Advisor - Private Client Group (Mumbai)
🏢 Way2wealth
📍 Mumbai

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