Equity Advisor - PCG Elite - Broking Firm

- Experience of Dealing and Punching client orders in the system is MANDATORY

- Strong understanding of the equity business.

- Prior experience with HNI and Corporate clients is mandatory.

- Proficiency in economics, accounting, financial statements and/or statistics

- Understanding of financial risk management strategies

- Knowledge of Capital Markets and Third-party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on.

- Must have good existing HNI / Ultra HNI client relationships in the market.

- Must be a self-starter, proactive passionate & target oriented.

- Must possess strong networking & relationship building skills

- Responsible for active management of HNI clients & achieve the target active AUM

- Responsible for identifying customer needs, assessing their risk appetite and providing them with investment options

- Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

- Achieve healthy revenues without compromising on clients profitability

- Have a clear focus on client mining

- Conduct regular Client Meetings & update the same in the meeting tracker

- Attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports

- Assist in new client acquisition, building new relationships and increasing depth in existing relationships

- Keep abreast of the market news, financial trends and current affairs

- Attend post result con calls, analyst meets for improved client servicing

- Cross-Sell Third-party investment products like Mutual Funds, Bonds, PMS & Structured products along with the bouquet of asset products