Open Position For Private Client Group- Equity Advisor-Hyderabad

Rekrut India

5 - 10 years

7 - 14 Lacs

hyderabad

Posted:-1 days ago| Platform:

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Skills Required

equity dealer equity advisory hni portfolio management mutual funds broking commodities equity broking financial advisory hni acquisition hni client handling stock broking nism wealth management pcg ultra hni investment advisory online trading investment products

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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