Equity AdvisorPCG with Broking Firm
Equity AdvisorPCG with Broking Firm
Posted on :
14-06-2025
Employer Active
1 Vacancy
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Job Description
Roles and Responsibilities:
Execute trades on behalf of clients aligning with their investment strategies and
preferences.
Provide expert advisory services to enhance portfolio growth with a focus on Assets Under
Management (AUM) product penetration.
Promote and cross-sell third-party investment products including Insurance Mutual Funds
(MF) PMS SIP AIF Bonds Fixed Deposits (FD) Unlisted Shares and Investment Advisory
Services (IAP).
Acquire new clients while maintaining and nurturing long-term relationships with existing
clients.
Conduct client meetings to review portfolio performance provide investment
recommendations and ensure continuous engagement.
Preferred Candidate Profile:
Educational Qualification: Postgraduate degree required.
Experience: Minimum 2 years of overall experience with at least 6 months in equity dealing
with an Indian broking firm.
Hands-on experience in broking with a strong understanding of financial products and
market trends.
Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth
Individuals (UHNI) clients.
Certification: NISM Series VIII certification is mandatory.
Strong expertise in client acquisition retention strategies and sales target achievement.
Prior experience in the broking industry is a must.
Trading,Mutual Funds,PMS,SIP,AIF,Bonds,Fixed Deposits,HNI client handling
Employment Type
Full Time
Key Skills
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