Role Designation Sr Advisor Department PCG Function Advisory Company MOFSL Reporting to Group Advisory Leader-PCG Location Mumbai - Prabhadevi Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity Derivative portfolio New client acquisition for Broking Investment products - PMS MF Fixed Income and Insurance on as per assigned targets Key Deliverables 1 Ensure timely advice to customers for Equity and Derivative markets 2 Portfolio Review to be done monthly with clients for deepening the Client relationship 3 Ensure adherence to Compliance process for advice given 4 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5 Daily meetings to be done with existing clients and current prospects for business Role Requirements o Educational Qualifications Graduation in any discipline MBA Finance NCFM o Experience 3 Years in Equity MF PMS Broking o Domain Knowledge Understanding of capital markets o IT Skills MS Office Required Skills Pcg Advisor Advisory head pcg RM

📌 Indusind Bank - Rsm - Bbg - Mumbai - Diptee Shetty - Jan (Maharashtra)
🏢 Bharti consultants
📍 Maharashtra