- Execute trades on behalf of clients, aligning with their investment strategies and preferences.

- Provide our research advisory to the clients based on the client profile to generate income and build MTF book.

- Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares.

- Acquire new clients with ticket size of Rs. 15 L To Rs.25Lac, while maintaining and nurturing long-term relationships with existing clients.

- Conduct client meetings to review portfolio performance.

- Graduate / Post Graduate
- Valuable understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products.

- Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)

Location - Ahmedabad, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Rajkot, Surat, Mumbai, Telangana, Pune, Jaipur, Vadodra

📌 PCG (Private Client Group) Advisor (Ahmedabad)
🏢 Quick Turtle
📍 Ahmedabad