Sr Advisor - PCG
Sr Advisor - PCG
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Job Description
Job Specifications
Role Designation: Sr. Advisor
Department: PCG
Function: Advisory
Reporting to: Group Advisory LeaderPCG
Location: Kolkata
Job Purpose
Responsible to Brokerage generation primarily through advising HNI clients
on their Equity & Derivative portfolio.
New client acquisition for Broking Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets
Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5. Daily meetings to be done with existing clients and new prospects for business.
Role Requirements o Educational Qualifications: Graduation in any discipline MBA Finance NCFM o Experience: 3 Years in Equity / MF / PMS / Broking o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office
Employment Type
Full Time
