Senior Equity Advisor

Job Specifications

Title: Senior PCG Advisor

Designation

Assistant Manager & above

PRIMARY JOB RESPONSIBILITIES

• Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
• Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
• To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
• Regular meetings with Active clients, converting the dormant clients into active Clients.
• Regular Regional visits for HNI client meetings, seminars/events.
• Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others).
• The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references

This position reports to

PCG-Desk Head

Academic requirements

Graduate Or Post Graduate

Location

Park Street, Kolkata

Experience

5-12 Years

Relevant experience

5-7 Years

Team handling experience

NA

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

Functional / Technical Skills

1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning

Behavioral Skills

1. Go get the Approach
2. Customer Relationship
3. Customer Satisfaction

AGE GROUP PREFERRED

25—35 Years