PCG Advisor

1 week ago

Bengaluru, Karnataka, India Zigsaw Full time

Job Description
Profile PCG Advisor
Designation Assistant Manager & above
PRIMARY JOB RESPONSIBILITIES
 Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI
clients mapped to the Desk or to respective Advisor.
 Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
 To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the
Desk and the respective Advisor.
 Regular meetings with Active clients, converting the dormant clients into active Clients.
 Regular Regional visits for HNI client meetings, seminars/events.
 Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure
Products & others).
 The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market
references
This position reports to PCG-Desk Head
Academic requirements Graduate Or Post Graduate
Location Bangalore
Experience 5-12 Years
Relevant experience 5-7 Years
Team handling experience NA
FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS
Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
Behavioral Skills
1. Go get the Approach
2. Customer Relationship
3. Customer Satisfaction

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