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.

industries and managing bank AUM of HNI Clients.

📌 Pcg Advisor (Delhi)
🏢 Anand Rathi
📍 Delhi