Equity Advisor

Job SpecificationsRole Designation: Sr. AdvisorDepartment: PCGFunction: AdvisoryCompany: MOFSLReporting to: Group Advisory Leader-PCGLocation: Hyderabad, Bangalore, Ahmedabad, Chennai, MumbaiJob PurposeResponsible for ensuring timely delivery of relevant equity advise to the PCG customer segment. Must have strong client base.Key DeliverablesEnsure the timely...

Job Profile- PCG Advisor SeniorLocation-HyderabadJob PurposeResponsible to Brokerage generation primarily through advising HNI clientson their Equity & Derivative portfolio.New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables 1. Ensure timely advice to customers for Equity and...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...

Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer requestGenerating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance,Mutual funds Day to day coordination with...

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