PCG Advisor || Broking Company

5 - 10 years

6 - 16 Lacs

Posted:2 months ago| Platform: Naukri logo

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Work from Office

Job Type

Full Time

Job Description

Urgent hiring in TOP Broking company Salary :- Depend on the last ctc / Salary bar is open for Good Candidate . Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM. Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets IT Skills: MS Office Interested Candidate please share me your cv at sharvan@getwork.org HR Sharvan 8800790797

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Human Resources / Staffing

San Francisco

51-200 Employees

122 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    COO

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