Equity Advisor/PCG Advisor Genius Consultants

4.0 - 7.0 years

8 - 15 Lacs

Kolkata

Work from Office

Job Specifications Role Designation: Advisor Department: PCG Function: Advisory Company: MOFSL Job Purpose Responsible to generate brokerage primarily through advising HNI/PCG clients on their equity portfolio and new client acquisition .Managing the Equities Investment & Trading portfolio of the existing & New clients, will be also responsible for doing IP (investment products). Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise to PCG customers in a joint manner Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM o Experience: 5+ Years in Financial Markets o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office

Posted 1 month ago

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