Senior Advisor - Private Client Group - BFSI

Advisor PCG - Kolkata - Sr. Advisor

Location : Kolkata, West Bengal

Job Purpose :

- Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.

- New client acquisition for Broking , Investment products, PMS/MF/Fixed Income and Insurance on as per assigned targets.

Key Deliverables :

- Ensure timely advice to customers for Equity and Derivative markets.

- Portfolio Review to be done monthly with clients for deepening the Client relationship.

- Ensure adherence to Compliance process for advice given.

- New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP.

- Daily meetings to be done with existing clients and new prospects for business.

Role Requirements o Educational Qualifications :

- Graduation in any discipline, MBA Finance, NCFM or Experience.

- 3+ Years in Equity / MF / PMS / Broking or Domain Knowledge.

- Understanding of capital markets or IT

Skills : MS Office

Role Requirements or Educational Qualifications :

- Graduation in any discipline, MBA Finance, NCFM.

Experience :

- 3+ Years in Equity / MF / PMS / Broking or Domain Knowledge.

- Understanding of capital markets or IT.

Skills : MS Office