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Genius Consultants
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PCG / HNI /UHNI - Equity Advisor | Reputed broking firm | Kolkata

PCG / HNI /UHNI - Equity Advisor | Reputed broking firm | Kolkata

Genius Consultants

3 - 8 years

|

7 - 9 Lacs

Posted:3 weeks ago| Platform:

Apply

Skills Required

NISM HNI Equity Advisory Dealing Share Market Equity Broking Stock Market Equity Trading Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Execute trades aligned with clients' investment strategies.
Provide expert investment advice to grow portfolios and increase AUM.
Cross-sell third-party products: Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, FDs, Unlisted Shares, IAP.
Acquire new clients and retain existing ones through strong relationship management.

Preferred candidate profile

Minimum 2 years of overall experience, with at least 6 months in equity dealing with broking firm.
Managing HNI and UHNI clients.
NISM Series VIII certification is mandatory.

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Genius Consultants

Consulting

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