- Acquire new HNI & UHNI clients through referrals, networking & direct outreach- Build and maintain long-term client relationships with regular investment reviews- Promote financial products: PMS, Mutual Funds, Fixed Income Instruments- Provide investment advisory and trade execution across all market segments- Generate broking revenue and ensure top-class client servicing Requirements:- Graduation (minimum) with valid NISM certifications - Strong communication, presentation, and regulatory knowledge (ref:updazz.com)
