Profile

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

Bangalore

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