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