Advisor - Equities - Private Client Group

Salary offered: 6 - 12 LPA

Job Title : Advisor - PCG - Equities

Location : Delhi

Industry : Banking/Financial Services/Broking

Department : PCG - Equity Advisory

Designation : AM/ Manager/ Sr .Manager /AVP

Job Specification :

- Candidate would be primarily responsible for a handling a select group of HNI & Ultra HNI national & NRI clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.

- Besides managing the Equities Investment & Trading portfolio of the existing clients, the job will also entail continuous coordination with Wealth Management team & other internal & external sources for generating leads & acquiring clients for servicing.

Person Specifications :

- Very strong passion on stock markets & client servicing / relationships.

- Excellent communication skills and HNI clients servicing

Educational specifications : Post Graduate / CA / MBA (Finance) / CFA

Key Skill Areas :

- Investment & Trading Advisory.

- Knowledge on Stock Markets, Fundamentals, Technical's etc.

- Client Relationship & Servicing Skills

Nishant Tyagi
HR Consultant
RGP Projects & Consultant
Mob.: +91 9818773119
Ph: 0120-4236915
Skype: rgpnishant