Zigsaw
Location
Bangalore | India
Job description
PCG Advisor
Location : UlsoorBengaluru (Onsite)
( Work from Office)
Budget :10 LPA Or Hike Will be given on Current CTC
8:30 to 5:30pm
2nd and 4th Saturday holiday
Experience required: 5 years
PRIMARY JOB RESPONSIBILITIES
Understanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI
clients mapped to the Desk or to respective Advisor.
Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the
Desk and the respective Advisor.
Regular meetings with Active clients converting the dormant clients into active Clients.
Regular Regional visits for HNI client meetings seminars/events.
Crosssell of Thirdparty focused products as suggested by the group (includes MF PMS Structure
Products & others).
The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market
references
This position reports to PCGDesk Head
Academic requirements Graduate Or Post Graduate
Experience 512 Years
Relevant experience 57 Years
Team handling experience NA
FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS
REQUIRED
Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
Behavioral Skills
1. Go get the Approach
2. Customer Relationship
3. Customer Satisfaction
skills,hni,brokerage
Job tags
Salary
