Pcg- Advisor
3 weeks ago
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
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