Vice President - Private Banking & Wealth Management

Job Description

- The equity brokerage business involves facilitating the buying and selling of shares and other securities on behalf of clients. As an equity broker, you will have exposure to high net worth individual (HNI) and ultra high net worth individual (UHNI) clients who require personalized investment advice and services.

- Your role as an equity broker will involve building relationships with these clients, understanding their financial goals and risk tolerance, and providing them with tailored investment recommendations. This client base will have significant wealth and require sophisticated investment strategies, making the role of an equity broker challenging and rewarding.

- Having access to HNI/UHNI clients can also provide valuable opportunities for networking and expanding your business. These clients may have diverse investment portfolios and require a range of financial services, presenting opportunities for cross-selling and upselling additional products and services.

- Overall, exposure to HNI/UHNI clients in the equity brokerage business can be a lucrative and exciting opportunity for brokers who are skilled at building relationships, providing expert financial advice, and navigating the complexities of the financial markets.

Responsibilities

- Brokerage Revenue of 5 Lakhs per month

- Ability to engage with HNI/UHNI clients to invest in MF, AIFs, PMS and other structured debt/equity products

- Relationship building with clients for future investments, advising them appropriately as per the company policy