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PCG/HNI -Advisors - Stock Broking /Capital Market Domain Only

Mumbai
Full-Time
Mid-Level (4 to 6 years)
1L - 12L (Per Year)

About the Job

Skills

One of the most well-known Stockbroking Houses is hiring for PCG/HNI Advisors for Mumbai , Kolkata , Delhi and Bangalore


 Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.

 Understanding of Derivative Strategies.

 To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor.

 Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients.

 Regular meetings with Active clients, converting the dormant clients into active.

 Regular Regional visit for HNI client meetings, seminar/events.

 Cross sell of Third party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products and others).

 The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references.

 Maintaining and submission of periodic MIS as per the requirement of the Reporting Head.

 Revenue generation and increasing the revenue share within the ambit of the internal & external approved policies of RMS and Compliance regularities.

 Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients.

About the company

Moneylicious Investments and Consulting Services Private Limited is a Corporate Consulting Services Firm facilitating recruitments for Financial Services, IT, Fintechs, and Startups.

Industry

Consulting Services

Company Size

10 -15 Employees

Headquarter

Mumbai

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