Job Description
1) Advising and managing Ultra HNI client portfolios, analyzing financial needs, risk appetite and recommending suitable investment solutions.
2) Upselling products like Mutual Funds, PMS, IAP, and Insurance to diversify and stabilize client portfolios.
3) Responsible for generating revenue through brokerage and third-party products (TPP).
4) Travel to meet clients and franchisees, building relationships and expanding the business network.
Candidate Profile
1) Minimum 2 year of experience in broking with a focus on managing large clients (HNWI, institutional clients) Advising & Trading Experience is must.
2) Expertise in third-party products (PMS, IAP, Insurance, PE, Mutual Funds, AIFs) will be an added advantage. _
3) Networking with the Clients & Franchisee,
4) Knowledge of Wealth, Equity, Mutual Funds, PMS and other investment & financial products.