PCG- Advisor

3 weeks ago

Bengaluru, Karnataka, India Onxx Staffing Solutions Full time

Profile

PCG Advisor

Designation

Assistant Manager & above

PRIMARY JOB RESPONSIBILITIES

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.

Cross-sell of Third-party 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

PCG-Desk Head

Academic requirements

Graduate Or Post Graduate

Location

Bangalore

Experience

5-12 Years

Relevant experience

5-7 Years

Team handling experience

NA

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

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

  • pcg advisor bangalore

    3 weeks ago

    Bengaluru, Karnataka, India Ar Insurance Brokers Private Limited (Anand Rathi Group) Full time

    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...

  • PCG Advisor

    4 weeks ago

    Hyderabad, Bengaluru, India Navinder Bawa (Proprietor Of HR Desire) Full time

    Job DescriptionWe have opening for PCG Advisor..Location: Bangalore and HyderabadSalary: 6 - 12lExp: 5 - 8 yearsDetails:Responsible to generate brokerage primarily through advising HNI/PCG clients on their equity portfolio and new client acquisition .Managing the Equities Investment & Trading portfolio of the existing & New clients,will be also responsible...

  • (High Salary) PCG Advisor

    4 weeks ago

    Hyderabad, Bengaluru, India Navinder Bawa (Proprietor Of HR Desire) Full time

    Job Description We have opening for PCG Advisor.. Location: Bangalore and Hyderabad Salary: 6 - 12l Exp: 5 - 8 years Details: Responsible to generate brokerage primarily through advising HNI/PCG clients on their equity portfolio and new client acquisition .Managing the Equities Investment & Trading portfolio of the existing & New clients,will be also...

  • PCG- Advisor

    6 days ago

    Bengaluru, India Onxx Staffing Solutions Full time

    ProfilePCG AdvisorDesignationAssistant Manager & abovePRIMARY JOB RESPONSIBILITIES 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...

  • Equity Advisor/ Pcg Advisor

    2 weeks ago

    Bengaluru, India Carveout Tech Full time

    Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

  • PCG ADVISOR BANGALORE

    6 days ago

    Bengaluru, India Ar Insurance Brokers Private Limited (Anand Rathi Group) Full time

    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...