Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi
Designation: Advisor-PCG
Roles and Responsibilities
- Execute trades on behalf of clients, aligning with their investment strategies and preferences.
- Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under
Management (AUM) product penetration.
- Promote and cross-sell third-party investment products, including Insurance, Mutual Funds
- Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
- Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.
Preferred Candidate Profile
- Educational Qualification: Graduate/Postgraduate degree required.
- Experience: Minimum 2 years of overall experience.
- Hands-on experience in broking with a robust understanding of financial products and market trends.
- Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth
Individuals (UHNI) clients.
- Certification: NISM Series VA & VIII certification is mandatory.
- Strong expertise in client acquisition, retention strategies, and sales target achievement.
- Prior experience in the broking industry is a must.