relationship Manager PCG Advisor
Posted on :
19-07-2024
Employer Active
1 Vacancy
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Job Description
- Understanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
- Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
- Regular meetings with Active clients converting the dormant clients into active Clients.
- Regular Regional visits for HNI client meetings seminars/events.
- Crosssell of Thirdparty focused products as suggested by the Anand Rathi group (includes MF PMS Structure Products & others).
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references
This position reports to PCGDesk Head
Academic requirements : Graduate Or Post Graduate
Location : Bangalore
Experience : 712 Years
Relevant experience : 5 Years
Team handling experience : NA
Education/Experience
Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
Behavioral Skills
1. Go get the Approach
2. Customer Relationship
3. Customer Satisfaction
hni,trading,capital
Employment Type
Full Time
Key Skills
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