JD for PCG Advisor
Reporting: PCG Desk Head

 Understanding the Markets, Technical & Fundamental Stock market reports and advising the
same to HNI / UHNI clients mapped to the Desk or to respective Advisor.

 Understanding of Derivative Strategies.

 To improve Market share in Trading and Delivery calls through our advisory calls for the
clients mapped to Desk and the respective Advisor.

 Generate direct brokerage revenues by advising various trading and stock ideas based on the
market pulse to the clients.

 Regular meetings with Active clients, converting the dormant clients into active.

 Regular Regional visit for HNI client meetings, seminar/events.

 Cross sell of Third party focussed products as suggested by the Anand Rathi group (includes
MF, PMS,



Structure Products and others).

 The person should be able to acquire HNI / UHNI Clients with reference from existing clients
and other market references.

 Maintaining and submission of periodic MIS as per the requirement of the Reporting Head.

 Revenue generation and increasing the revenue share within the ambit of the internal &
external approved policies of RMS and Compliance regularities.

 Candidate should have minimum experience of around 5 years from banking and broking

industries and managing bank AUM of HNI Clients.

📌 PCG - Advisor (India)
🏢 Anand Rathi
📍 India