Advisor- PCG
Advisor- PCG
Posted on :
30-01-2025
Employer Active
1 Vacancy
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Job Description
Job Specifications
Role Designation: Advisor
Department: PCG
Function: Advisory
Role type: Individual
Reporting to: Group Advisory LeaderPCG
Location: Kolkata
Job Purpose
- Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios.
- New client acquisition for Broking Investment products PMS/MF/Fixed Income and Insurance as per assigned targets.
Key Deliverables
- Ensure timely advice to customers for Equity and Derivative markets.
- Portfolio Review to be done monthly with clients for deepening the Client relationship.
- Ensure adherence to the Compliance process for advice given.
- One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP.
- 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
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