PGC Advisor - Sales - Mutual Fund/PMS (5-14 yrs)

- 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

Functional / Technical Skills

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning