Walk-in || Equity Advisor- HNI

Key Deliverables

• 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.
• Promote and cross-sell products like insurance, investment products likes MF, PMS, AIF, unlisted shares, 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.

Role Requirements

• Education: Graduate/Post graduate in any discipline.
• Experience:
• Minimum 1-2 year of experience in broking or financial services, preferably with exposure to client advisory.

• Skills & Competencies:
• Strong communication and relationship management skills.
• Knowledge of equity & derivative trading and investment products.
• Ability to generate brokerage and cross-sell products.