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Senior Equity Advisor

Senior Equity Advisor

Anand Rathi Share and Stock Brokers LtdKolkata, West Bengal, India
4 days ago
Job description

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 market
  • Portfolio Management
  • Financial Planning
  • Behavioral Skills

  • Go get the Approach
  • Customer Relationship
  • Customer Satisfaction
  • AGE GROUP PREFERRED

    25—35 Years

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    Senior Advisor • Kolkata, West Bengal, India