- Advise Ultra HNI clients on equity, derivatives, currency and commodity markets, managing client portfolios of 25 lakh and above through research-backed investment strategies.
- Profile clients' financial goals, investment preferences and risk appetite to recommend suitable portfolios and maximize wealth creation.
- Build robust Business Associate (BA) relationships and support client acquisition, revenue growth and portfolio expansion through quality advisory.
- Develop and manage large option portfolios and high-value trades while providing actionable market insights and risk management strategies.
- Conduct regular engagements with clients and BAs to drive satisfaction, client activation and business growth.
- Recommend suitable investment products including Mutual Funds, PMS, IMP and Insurance to enhance portfolio diversification and increase client wallet share.
- Identify upselling opportunities, strengthen client retention and BA revenue, and proactively report operational and compliance risks.
Preferred candidate profile 2 years+ in Ultra HNI advisory, wealth management or financial services. Experience managing large portfolios, working with BAs and operating in a franchisee-driven business model preferred.