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10.0 - 12.0 years
5 - 8 Lacs
Delhi, India
On-site
Key Responsibilities : Client Relationship Management : Build, manage, and deepen long-term relationships with HNW/UHNW individuals, family offices, or institutional investors. Act as the single point of contact for equity-related needs, offering investment advice tailored to client goals and risk profiles. Conduct regular portfolio reviews and ensure consistent client engagement and satisfaction. Equity Advisory & Sales : Offer advisory and execution services in listed equities , IPOs , structured equity products , and equity derivatives . Work closely with research, trading desks, and investment strategists to deliver value-added insights and trade ideas. Drive equity revenue through proac...
Posted 3 months ago
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