Walk-in || Equity Advisor - HNI

Role & responsibilities

• 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.
• Strong knowledge of equity trading, Demat/Trading accounts, market terminology and investment products.