Private Client Group- Equity Advisor

Job description Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). read more Key Skills Skills highlighted with ‘‘ are preferred keyskills Relationship ManagementSEBI Regulatory ComplianceInvestment AdvisoryEquity SettlementHNI & UHNI Client Handling Order Execution Online and Offline