Hi,
Role & responsibilities
Key Responsibilities
1. Execute trades on behalf of clients, aligning with their investment strategies and
preferences.
1. Provide our research advisory to the clients based on the client profile to generate income
and build MTF book
1. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds
(MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares
1. Acquire current clients while maintaining and nurturing long-term relationships with existing
clients.
1. Conduct client meetings to review portfolio performance.
Preferred candidate profile Candidate with relevant experience only apply and preferring from broking industries.
Interested Candidates share your resume to
AnushaHR- (phone hidden)
[email protected]
📌 Hiring - PCG Advisory - 5 day week -Leading Broking firm (Bengaluru)
🏢 Avani Consulting
📍 Bengaluru