Key Responsibilities:
- Lead and mentor a team of Equity Advisors and drive business performance.
- Manage relationships with HNI/UHNI clients and strengthen client engagement.
- Drive AUM growth, revenue and brokerage through effective advisory and relationship management.
- Provide strategic equity advisory and investment guidance to high-value clients.
- Leverage strong knowledge of equity markets, broking, dealing and wealth products.
- Support the team in client acquisition, portfolio management and business development.
- Ensure superior client servicing and delivery of investment solutions.
Ideal Candidate:
- Professionals with a strong background in Equity Advisory, Equity Broking, and Wealth Management.
- Proven experience in team leadership, HNI/UHNI client management and substantial AUM handling.
- Hands-on experience with a broking/dealing terminal is essential.
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