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Pcg- Advisor

1 month ago

Kolkata West Bengal, India Veena Placement Services Full time

Company: NBFC

Profile: PCG- Advisor

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

**Job Types**: Full-time, Permanent

Pay: ₹700,000.00 - ₹1,200,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Application Question(s):

- how many years of Portfolio management experience you have?
- Financial Planning and Portfolio Management Experience?

**Experience**:

- total work: 4 years (preferred)

Work Location: In person