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PCG Equity Advisor
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Private Client Group - Equity Advisor
Location: Chennai, Bangalore, Hyderabad
Designation: Equity Advisor (PCG)
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.
Preferred Candidate Profile:
- Educational Qualification: Postgraduate degree required.
- Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
- Hands-on experience in broking with a strong understanding of financial products and market trends.
- Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
- Certification: NISM Series VIII certification is mandatory.
- Strong expertise in client acquisition, retention strategies, and sales target achievement.
- Prior experience in the broking industry is a must.
Regards,
Sandipa D
