Equity Counselor - HNI/UHNI - BFSI

Discipline: Banking

Subsector: Private Banking

Location: Mumbai

About our Client: A global MNC with a strong presence in Retail Banking and Wealth Management solutions. Dynamic product platform to suit client's needs

Job Description:

- Basis client suitability, offer Direct Equity, Advisory Services and solutions to HNI and UHNI clients.

- Manage client portfolio and deliver client delight through constant engagement with existing clientele

- Build strong cross-functional relationships

The Successful Candidate:

- Ensure the highest levels of service to clients

- Keep self updated on changes in any Market/Compliance/Regulatory processes/norms

- Ensure 100% compliance to Audits, Controls and Processes

What's on Offer:

- Open work culture

- Market leading compensation structure

- An organization which supports entrepreneurial values

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