High Net Worth Equity Specialist

4 weeks ago


Pune, Maharashtra, India Zeal Hind Groups Full time

About the Role

At Zeal Hind Groups, we are seeking a highly skilled High Net Worth Equity Specialist to join our team. In this role, you will be responsible for advising Ultra HNI clients on equity, derivatives, currency & commodity market.

Key Responsibilities

  • Building strong rapport with Business associates to bring business scalability and quality servicing.
  • Focusing on customer & BA longevity by focusing more on research & deep knowledge-based advise.
  • Helping Business associates to scale existing base & revenue through quality service & showcasing future opportunities.
  • Managing an existing book to increase size & revenue by applying deep market understanding & advanced strategies.
  • Meeting large customers and Business associates on a regular basis.
  • Executing profiling of mapped large customers & Business associates by conducting in-depth reviews of customers' financial requirements, analyzing investors' investment styles, risk appetite, and recommending suitable portfolios or actionable insights.
  • Creating large option books along with revenue and maximizing activation of Business associate customers through quality advisory services.
  • Upselling and looking for opportunities to guide large customers to diversify their investment portfolios by advising them suitable products like Mutual funds, PMS, IAP, Insurance, thereby bringing stability and longevity.

What We Offer

We offer a competitive salary range of ₹24LPA - ₹36LPA, depending on experience and qualifications. Located in Pune, Shivaji Nagar, our office provides a dynamic and supportive work environment.



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