PCG Advisory Role - Securities & Broking Firm (1-10 yrs)

Job Purpose :

Responsible to generate brokerage primarily through advising HNI/PCG clients on their equity portfolio and new client acquisition .Managing the Equities Investment & Trading portfolio of the existing & New clients, will be also responsible for doing IP (investment products).

Key Deliverables:

1.Derivative Trading.

2.Individually handling clients with the book size of 1cr & above.

3.Seamless execution of trades on terminal

4.Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

5.Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets