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4 weeks ago


Kolkata, West Bengal, India Vitasta Consulting Full time

Job SpecificationsRole Designation Sr AdvisorDepartment PCGFunction AdvisoryReporting to Group Advisory Leader-PCGLocation KolkataJob PurposeResponsible to Brokerage generation primarily through advising HNI clientson their Equity Derivative portfolio New client acquisition for Broking Investment products - PMS MF Fixed Income and Insurance on as per assigned targetsKey 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 tick 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


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