
Financial Advisor
2 weeks ago
Role & responsibilities
Have 3 Differrent
Advisior -PCG
- Candidate should have experience into Trading and Order Punching
- Candidate should have exp handling the HNI and UHNI Clients
- Candidate should have exp of client acquisition and client servicing
- Candidate will have target of cross selling post completion of 2 yrs in MO
- Candidate should have knowledge of derivatives , options, cash and trading.
Advisor -PCG TL
- This is a playing captain profile Candidate will have his own target and team targets as well to achieve
- Candidate for Team Handling profile should bring a team along of 4-5 members
- Candidate should have experience into Trading and Order Punching
- Candidate should have exp handling the HNI and UHNI Clients
- Candidate should have exp of client acquisition and client servicing
- Candidate should have knowledge of derivatives , options, cash and trading.
PCG Wealth
- Candidate should have exp handling HNI and UHNI Clients
- Candidate should move a minimum book size of 20 cr
- Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)
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