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 current 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 (India)
🏢 Quick Turtle
📍 India