Senior Equity Advisor

Job Specifications

Title : Senior 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

Park Street, Kolkata

Experience

5-12 Years

Relevant experience

5-7 Years

Team handling experience

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

Functional / Technical Skills

Behavioral Skills

AGE GROUP PREFERRED

25—35 Years