Strategic Investment Partnerships

3 days ago


Kolkata, West Bengal, India beBeeInvestor Full time ₹ 40,00,000 - ₹ 80,00,000
Investment Opportunities

- As an equity broker, you will have the chance to work with high net worth individual (HNI) and ultra high net worth individual (UHNI) clients who require personalized investment advice and services.

- Your role will involve building strong relationships with these clients, understanding their financial goals and risk tolerance, and providing them with tailored investment recommendations.

- This can also provide valuable opportunities for networking and expanding your business.

- 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 and navigating the complexities of the financial sector.

- Key responsibilities include engaging with HNI/UHNI clients to invest in mutual funds, alternative investment funds, portfolio management services, and other structured debt/equity products.

- You will need to build trust with clients for future investments, advising them appropriately as per industry best practices.



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