Equity Advisory Manager - HNI Clients

Key Responsibilities:

• Advise and manage Super HNI clients on Equity, Derivatives, Currency, and Commodity markets.
• Independently handle client portfolios with a minimum book size of ₹25 lakhs and above.
• Generate revenue and activate clients through effective advisory.
• Cross-sell financial products such as Mutual Funds, PMS, and Insurance.
• Resolve client queries and complaints within defined timelines.
• Acquire new clients and retain existing ones through regular engagement.
• Conduct in-depth financial profiling to recommend suitable investment portfolios.
• Track and enhance advisory performance through periodic reviews and client interactions.