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
Good Knowledge of capital marketPortfolio ManagementFinancial PlanningBehavioral Skills
Go get the ApproachCustomer RelationshipCustomer SatisfactionAGE GROUP PREFERRED
25—35 Years