Advisory - Broking (HNI)

Roles and Responsibilities

• Manage HNI client relationships through regular meetings, calls, and emails to ensure high levels of satisfaction and retention.
  
• Provide expert advice on equity broking, dealing, trading, derivatives, commodities, currency, futures, options, and PCG products to clients.
  
• Generate revenue by cross-selling NISM certified financial products such as mutual funds and insurance policies.
  
• Develop new business opportunities through referrals from existing clients or networking within the industry.
  
• Maintain accurate records of client interactions using CRM software.
  

Desired Candidate Profile

• 5-10 years of experience in stock broking with a focus on equity advisory services.
  
• Strong understanding of equity markets, including futures options trading and dealing operations.
  
• Excellent communication skills for effective client handling at all levels (HNI).
  
• Ability to generate revenue through sales activities such as cross-selling NISM certified financial products.