PCG Sr. Advisor
2 days ago
Role Designation: Sr. Advisor
Department: PCG
Company: MOFSL
Function: Advisory
Reporting to: Group Advisory
Leader-PCG
Location: Hyderabad,
Bangalore, Chennai
Job Purpose
Responsible for ensuring timely delivery of relevant equity advise
to the PCG customer segment
Key Deliverables
1. Ensure the timely delivery of customized equity advise to
assigned PCG customers (trading and investment ideas)
2. Research Reports based advisory along with client meeting and
client upgradation/Client relationship.
3. Ensure adherence to equity advise delivery processes for PCG
customers
4. Pass on ground customer feedback to the Senior PCG advisor
5. Support the sales team in delivering specialized advise to
PCG customers in a joint manner
Role Requirements
o Educational Qualifications: Graduation in any discipline, MBA
Finance, NCFM
o Experience: 4/5+ Years in Financial Markets
o Domain Knowledge: Understanding of capital markets
o IT Skills: MS Office
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