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PCG -Equity Advisor | Renowned stock broking group | Pune, Kolkata 10L

PCG -Equity Advisor | Renowned stock broking group | Pune, Kolkata 10L

Genius Consultants

3 - 8 years

|

4 - 8 Lacs

Posted:1 day ago| Platform:

Apply

Skills Required

equity advisory wealth management hni nri equity advisory portfolio investment advisory financial advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Execute client trades in line with investment strategies while providing expert advisory to enhance AUM through cross-selling of diverse financial products (MFs, PMS, AIFs, Bonds, FDs, Insurance, etc.)
Acquire and retain clients through regular portfolio reviews and personalized investment recommendations.

Preferred candidate profile

Postgraduate degree with a minimum of 2 years experience (including 6+ months in equity dealing at an Indian broking firm)
Strong knowledge of financial products, HNI/UHNI client management, and broking operations
NISM Series VIII
certification is mandatory.

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Genius Consultants

Consulting

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