PCG Wealth Manager

Role & responsibilities

• Understanding the Markets, Technical & Fundamental Stock  mapped to the Desk or to respective Advisor.
• Cross-sell of Third-party focused products as suggested by the Kunvarji group (includes MF,PMS, Structure Products & others).
• 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 advisory  
• Regular meetings with Active clients, converting the dormant market references
• clients into active Clients.
• Regular Regional visits for HNI client meetings, market reports and advising the same to HNI / UHNI clients seminars/events.
• The person should be able to acquire HNI / UHNI respective Advisor. Clients with reference from existing clients and other.

Preferred candidate profile

• Bachelor's degree in Business Administration, Marketing, or a related field
• Excellent communication and interpersonal skills
• Strong leadership and team management abilities
• Customer-focused mindset with a commitment to delivering exceptional service