- Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment
- Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas)
- Research Reports based advisory along with client meeting and client upgradation/Client relationship.
- Ensure adherence to equity advise delivery processes for PCG customers
- Pass on ground customer feedback to the Senior PCG advisor
- Support the sales team in delivering specialized advise to PCG customers in a joint manner
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