Equity Advisor - Ultra HNI Client Accounts

- Revenue generation in Ultra HNI Client accounts from personalized trade advisory

- Deftly managing the equity portfolios of individual HNI clients & meeting their day-to-day requirements.

- Supporting and guide sales team to get new business

- Playing an important role in dealing & managing equity portfolio in Cash segment as well as derivatives.

- Analyzing research reports & trading strategies on daily basis & equity and derivative market for trading recommendations

- Dexterity in establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty and working towards solvingtheir query resolution and escalations in an effective manner.

- Responsible for coordinating, independently resolving Customer Queries about products, deliveries, etc., managing operations & handling routine administration work.

- Ensuring customer issues are promptly addressed, documented and resolved in a timely and professional manner consistent with professional/ quality standards.

- Analyzing risk appetite of an individual for providing them apt investment solutions, ensuring that solutions provided match the risk profile.