Equity Advisor

Roles and Responsibilities

• Provide advisory services to clients on equity, mutual funds, stocks, PMS, MF, portfolio management, investment products, HNI client handling, third party products, investment advisory, wealth management, HNI acquisition, cross selling, AIF, and cross sales.
  
• Handle high net worth individual (HNI) clients and generate revenue through effective sales strategies.
  
• Develop strong relationships with existing clients to increase retention rates and identify new business opportunities.
  
• Collaborate with internal teams to ensure seamless delivery of financial solutions to customers.
  
• Stay updated with market trends and regulatory changes to provide expert advice to clients.