PCG Equity Advisor-Delhi

Job Specifications

Designation Manager & above-Profile PCG Equity Advisor

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

Experience 5-12 Years

Relevant experience 5-7 Years

Functional / Technical Skills Behavioral Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning 1. Go get the Approach
2. Customer Relationship
3. Customer Satisfaction

AGE GROUP PREFERRED 25-35 Years