PCG Equity Advisor

2 hours ago


Delhi Kolkata NCR Pune, India Genius Consultants Full time ₹ 9,00,000 - ₹ 15,00,000 per year

Private Client Group - Equity Advisor

Location: Pune,Kolkata,Delhi

Designation: Equity Advisor (PCG)

Roles and Responsibilities:

  • Execute trades on behalf of clients, aligning with their investment strategies and preferences.
  • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
  • Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
  • Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
  • Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.

Preferred Candidate Profile:

  • Educational Qualification: Postgraduate degree required.
  • Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
  • Hands-on experience in broking with a strong understanding of financial products and market trends.
  • Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
  • Certification: NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and sales target achievement.
  • Prior experience in the broking industry is a must.

Regards,

Sandipa D


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