Equity Advisory & Cross-Sales Executive

• Own day-to-day responsibilities for the Equity Advisory & Cross-Sales Executive role and deliver agreed objectives within quality and timeline expectations.

• Apply Equity and Financial Advisory to execute assigned work accurately and consistently.

• Work with relevant stakeholders to plan activities, resolve dependencies and maintain clear communication.

• Review outputs, identify issues or gaps and take corrective action using Mutual Funds and Bonds.

• Maintain appropriate records, documentation and status updates for assigned processes and deliverables.

• Follow defined operating, quality, compliance and information-security standards applicable to the function.

• Support continuous improvement by identifying process efficiencies, recurring issues and opportunities to improve service or delivery.

• Contribute to team goals through timely execution, knowledge sharing, problem solving and effective stakeholder coordination.

Opportunity for an experienced professional to contribute to equity advisory & cross-sales executive responsibilities across the defined business or technical function.