Advisor - Pcg

2 days ago

Kolkata West Bengal, India Serving Skill Full time

Job Specifications

Role Designation: Sr. Advisor

Department: PCG

Function: Advisory

Company: MOFSL

Reporting to: Group Advisory Leader-PCG

Location: Kolkata, West Bengal

Job Purpose

Responsible to Brokerage generation primarily through advising HNI clients

on their Equity & Derivative portfolio.

New client acquisition for Broking, Investment products - PMS/MF/Fixed Income and Insurance on as per assigned targets

Key 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

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

Schedule:

- Day shift
- Monday to Friday
- Rotational shift

Application Question(s):

- Knowledge of NCFM
- Understanding of capital markets
- Knowledge of MS Office

**Experience**:

- Equity: 3 years (preferred)
- Broking: 3 years (preferred)
- MF, PMS: 3 years (preferred)

Work Location: In person

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