PCG and Retail Advisor

9 hours ago

Bengaluru Chennai Kolkata, India Genius Consultants Full time ₹ 10,00,000 - ₹ 15,00,000 per year

PCG ADVISOR - JD

Designation: Equity Advisor

Roles and Responsibilities:

  • Execute trades on behalf of clients, aligning with their investment strategies and preferences.
  • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
  • Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
  • Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
  • Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.

RETAIL ADVISOR - JD

Designation: RM Advisor

Roles and Responsibilities:

  • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.
  • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.
  • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
  • Drive revenue growth while ensuring client profitability and long-term engagement.
  • Provide clients with market insights and investment advisory services based on current financial conditions.
  • Acquire new clients through referrals from existing customers.
  • Reactivate inactive clients through consistent follow-ups and engagement strategies.
  • Ensure timely collection of margins and market-to-market losses

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