Advisor

3 days ago

Mumbai Maharashtra, India Happy Staffers Full time

_**Job Specifications**_
- _**Role Designation: Sr. Advisor Department: PCG**_
- _**Function: Advisory Company: MOFSL**_
- _**Reporting to: Group Advisory**_
- _**Leader-PCG Location: Mumbai**_

Job Purpose

Responsible for ensuring timely delivery of relevant equity advise

to the PCG customer segment

Key Deliverables

1. Ensure the timely delivery of customized equity advise to

assigned PCG customers (trading and investment ideas)

2. Research Reports based advisory along with client meeting and

client upgradation/Client relationship.

3. Ensure adherence to equity advise delivery processes for PCG

customers

4. Pass on ground customer feedback to the Senior PCG advisor

5. Support the sales team in delivering specialized advise to

PCG customers in a joint manner

Role Requirements
- Educational Qualifications: Graduation in any discipline, MBA

Finance, NCFM
- Experience: 8+ Years in Financial Markets
- Domain Knowledge: Understanding of capital markets
- IT Skills: MS Office

Thanks and regards

Deepanshi Kansal

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

Pay: ₹500,000.00 - ₹2,200,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Morning shift

Work Location: In person

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