Open Position For Private Client Group- Equity Advisor-Hyderabad

5 - 10 years

7 - 14 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & 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

PCG Advisory Dealer

  • Must have experience in

    dealing

    and be

    NISM Series VIII certified

    .
  • Prefer candidates from

    pure broking companies

    ; wealth firms can also be considered.
  • Candidates should have their

    own client base

    .
  • Only

    local candidates

    preferred.

PCG Advisory Team Leader Role

  • Total experience:

    810 years

    .
  • Minimum

    4 years of team-handling

    experience.
  • The candidate must be

    currently managing a team

    of dealers or advisors.
  • Should be able to

    bring their own team

    .
  • Should have their

    own client base

    .

CTC- 10 Lpa to 14 Lpa.

Location -Hyderabad

Contact no- 8851570515

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