About the role
Job Description
Private Client Group- Equity Advisor
Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi
Designation: Advisor-PCG
Roles and Responsibilities:
• Execute trades on behalf of clients, aligning with their investment strategies and
preferences.
• Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under
Management (AUM) product penetration.
• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds
(MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory
Services (IAP).
• Acquire new clients while maintaining and nurturing long-term relationships with existing
clients.
• Conduct client meetings to review portfolio performance, provide investment
recommendations, and ensure continuous engagement.
Preferred Candidate Profile:
• Educational Qualification: Graduate/Postgraduate degree required.
• Experience: Minimum 2 years of overall experience.
• Hands-on experience in broking with a strong understanding of financial products and
market trends.
• Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth
Individuals (UHNI) clients.
• Certification: NISM Series VA & VIII certification is mandatory.
• Strong expertise in client acquisition, retention strategies, and sales target achievement.
• Prior experience in the broking industry is a must.