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PCG Advisor

VEERWAL GETWORK SERVICES PRIVATE LIMITED

3 - 8 years

|

5 - 9 Lacs

Posted:1 day ago| Platform:

Apply

Skills Required

broking hni customer service investment advisory business development sales life insurance marketing relationship management portfolio private banking pms mf hni client handling portfolio management wealth management mutual funds finance advising

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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VEERWAL GETWORK SERVICES PRIVATE LIMITED

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