Role & responsibilities
1. Execute trades on behalf of clients, aligning with their investment strategies and
preferences.
2. Provide our research advisory to the clients based on the client profile to generate income
and build MTF book
3. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds
(MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
4. Acquire recent clients while maintaining and nurturing long-term relationships with existing
clients.
5. Conduct client meetings to review portfolio performance.
Preferred candidate profile
Candidate with relevant experience and from broking firm please apply.
Interested Candidates Share your resume to
Karishma HR-(phone hidden)(call/whatsapp)
mail-
[email protected]
📌 PCG Advisor (Telangana)
🏢 Avani Consulting
📍 Telangana