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Genius Consultants
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Equity Advisor/PCG Advisor

Equity Advisor/PCG Advisor

Genius Consultants

4 - 7 years

8 - 15 Lacs

Kolkata

Posted:1 month ago| Platform:

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Skills Required

HNI Trading Private Client Group Financial Markets Investment Products Trading portfolio Capital Market Broking Client Acquisition Equity HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Specifications Role Designation: Advisor Department: PCG Function: Advisory Company: MOFSL Job Purpose Responsible to generate brokerage primarily through advising HNI/PCG clients on their equity portfolio and new client acquisition .Managing the Equities Investment & Trading portfolio of the existing & New clients, will be also responsible for doing IP (investment products). Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise to PCG customers in a joint manner Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM o Experience: 5+ Years in Financial Markets o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office

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Equity Advisor/PCG Advisor