Looking for an experienced Sr.Advisor - Private Client Group with a strong background in capital markets, equity, demat, and derivatives. If you’re skilled in client acquisition, portfolio management, and cross -selling, this role is for you!
Location: Mumbai
Experience: 3+ Years in Equity / MF / PMS / Broking
Key Skills:
- Expertise in #Equity, #Demat, #PMS, #MF, #AIF, & #Insurance
- Strong client relationships with a proven book size
- Target-driven with excellent communication
- Trading, order punching, client acquisition, cross-selling, and revenue generation
- Experience working with HNI clients
Responsibilities:
1. Ensure timely advice to customers for Equity and Derivative markets
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to Compliance process for advice given
4. One New to Firm relationship to be sourced on monthly basis with minimum ticket size of 25 lacs for Broking or IP
5. Daily meetings to be done with existing clients and new prospects for business.
Join a dynamic #B2C channel and take your career to new heights!
#Hiring #AdvisorJobs #PCGAdvisor #Equity #PortfolioManagement #CapitalMarkets #ClientAcquisition #FinancialServices #MumbaiJobs #SeniorRoles #HNI #Hiringnow #Hiring #Capitalmarket
