- Advise HNI clients on equity portfolios and provide investment guidance.
- Build and maintain strong relationships with top clients.
- Stay updated on market trends and equity movements. Should have strong derivatives knowledge.
- Promote and cross-sell products like insurance, investment products like MF, PMS, AIF, unlisted shares, Bonds and equity related other in-house products.
- Coordinate with RMS, CSE, IT, and other teams to resolve client queries.
- Keep clients informed about order execution, portfolio status, and market opportunities.
Preferred candidate profile
- 1-5 years of relevant experience in Equity Broking / Stock Broking / Wealth Management / Equity Advisory / Financial Services.
- Strong understanding of Indian equity markets, equity products and capital markets.
- Hands-on experience in client acquisition and relationship management.
- Experience in handling Retail, HNI or Affluent clients will be an added advantage.
- Solid knowledge of equity trading, Demat/Trading accounts, market terminology and investment products.