PCG Equity Advisor

6 days ago


Hyderabad, Telangana, India Vitasta Consulting Pvt Ltd Full time

Key Responsibilities:

We are seeking a highly skilled Equity Derivatives Advisor to join our team at Vitasta Consulting Pvt Ltd. As a PCG Equity Advisor, you will be responsible for advising high net worth clients on equity derivatives, currency, and commodity markets.

Key responsibilities include:

  • Individually handling clients with a book size of 25 lacs and above.
  • Creation of revenue and activation of clients through effective advisory.
  • Cross-selling of other products like mutual funds, PMS, and insurance.
  • Handling queries and complaints of clients and solving them within TAT.
  • Acquiring new clients and retaining old clients through periodic meetings.
  • Profiling clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending portfolios.
  • Monitoring and enhancing advisors' advising skills through call tracking, weekly targets, and meetings.

Requirements:

To be successful in this role, you will need:

  • Strong knowledge of equity derivatives, currency, and commodity markets.
  • Excellent communication and advisory skills.
  • Ability to handle high net worth clients and their complex financial requirements.
  • Strong analytical and problem-solving skills.
  • Ability to work in a team environment and contribute to the growth of the company.

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