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AnandRathi
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Senior Equity Advisor - PCG

Senior Equity Advisor - PCG

AnandRathi

6 - 11 years

9 - 15 Lacs

Noida Gurugram Delhi / NCR

Posted:1 month ago| Platform:

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Skills Required

NISM Brokerage Generation Equity Advisory Derivatives Equity Trading Terminal Equity Derivatives

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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AnandRathi

Financial Services

Mumbai

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Senior Equity Advisor - PCG