01Overview
Manage Ultra HNI client portfolios, provide equity&derivatives advisory, recommend investment strategies, cross-sell Mutual Funds,PMS,AIF& Insurance, support Business Associates, drive revenue growth, and ensure excellent client service & compliance.
Required Candidate profile
Graduate with 12 years in Wealth Management or Ultra HNI Advisory. Active NISM Series VIII certification. Skilled in Equity, Derivatives, Portfolio Management, and client relationship management. .
