Key Deliverables
Ultra HNI Client Advisory & Portfolio Management:
- Advise high-net-worth clients on equity, derivatives, currency, and commodity markets.
- Manage large client books (25 Lacs & above) with strategic, research-based investment recommendations.
- Conduct detailed profiling of clients’ financial requirements, investment style, and risk appetite.
- Recommend suitable portfolios and actionable strategies to maximize returns and client satisfaction.
Business Associate (BA) Relationship & Revenue Scaling
- Build strong relationships with BAs to ensure quality business growth and client service.
- Support BAs in scaling their existing client base and revenue through advisory excellence.
- Act as a mentor and advisor to BAs on market opportunities and investment strategies.
Advisory Excellence & Market Strategy
- Apply deep market understanding and advanced investment strategies to grow client books.
- Create and manage large option portfolios and high-value trades for Ultra HNI clients.
- Provide timely insights on emerging market trends, opportunities, and risk management strategies
Client & BA Engagement
- Conduct regular meetings with high-value clients and BAs to ensure engagement and satisfaction.
- Activate BA clients through high-quality advisory interactions.
- Identify and implement upselling opportunities to diversify client portfolios.
Product Advisory & Upselling
- Guide clients on suitable investment products: Mutual Funds, PMS, IAP, Insurance.
- Ensure portfolio diversification to bring stability, wealth creation, and long-term client retention.
Focus on increasing client wallet share and BA revenue through structured advisory approaches.Report any identified operational or compliance risk areas promptly.
Requirements
Educational Qualification
- A Bachelor’s Degree in Finance, Commerce, Business Administration, Economics, or any related discipline is required.
- A strong academic foundation in capital markets, financial instruments, and investment concepts will be an added advantage.
Certifications:
- Mandatory: NISM Series VIII – Equity Derivatives Certification (must be active/valid as per regulatory norms).
Relevant Work Experience:
- Minimum 1–2 years in Ultra HNI advisory, wealth management, or financial services.
- Experience handling large client portfolios and collaborating with BAs is preferred.
- Experience working within a franchisee-driven business model is a plus.
Job Type: Permanent
Pay: ₹300,000.00 - ₹600,000.00 per year
Work Location: In person
