Job highlights

- Experience in executing trades and knowledge of investment products like PMS, SIP, AIF, bonds, and fixed deposits

- Execute client trades, provide research advisory, promote investment products, acquire and maintain clients, review portfolio performance

Responsibilities

- 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 recent clients with ticket size of L To Lac, while maintaining and nurturing long-term relationships with existing clients.

- Conduct client meetings to review portfolio performance.

📌 PCG Advisor (Kolkata)
🏢 Quick Turtle
📍 Kolkata