Wealth Manager

Key Responsibilities:

• Execute equity and derivatives trades on behalf of Ultra HNI/HNI clients with precision and speed
• Provide end-to-end servicing to existing clients—pre-trade preparation, trade execution, post-trade confirmations, and follow-ups
• Ensure flawless trade execution across BSE/NSE platforms during market hours
• Coordinate with RM/Advisory teams to implement client portfolio strategies efficiently
• Proactively monitor client portfolios, track corporate actions, and inform clients accordingly
• Assist in margin requirements, fund management, and compliance with internal risk parameters
• Ensure regulatory compliance and proper documentation for all executed trades
• Offer real-time updates and support to clients on market movements, news, and corporate actions
• Maintain high service standards and act as a trusted point of contact for Ultra HNI clients

Key ...