PCG -Equity Advisor | Renowned stock broking group | Pune, Kolkata 10L

6 hours ago


Kolkata Pune, India Genius Consultants Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Role & responsibilities

  • Execute client trades in line with investment strategies while providing expert advisory to enhance AUM through cross-selling of diverse financial products (MFs, PMS, AIFs, Bonds, FDs, Insurance, etc.)
  • Acquire and retain clients through regular portfolio reviews and personalized investment recommendations.

Preferred candidate profile

  • Postgraduate degree with a minimum of 2 years experience (including 6+ months in equity dealing at an Indian broking firm)
  • Strong knowledge of financial products, HNI/UHNI client management, and broking operations
  • NISM Series VIII certification is mandatory.

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