Sr. Advisor PCG
2 months ago
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 ticket 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
Stock Market, Mutual Funds, Wealth Management, Stock Broking, Equity and Derivates, Investment Advisory, PCG (Private Client Group)
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