PCG- Advisor Job

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 REQUIRED
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

Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.