Job Description

Profile PCG Advisor
Designation Assistant Manager & above

PRIMARY JOB RESPONSIBILITIES

ï‚· Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI
clients mapped to the Desk or to respective Advisor.
ï‚· Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
ï‚· To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the
Desk and the respective Advisor.
ï‚· Regular meetings with Active clients, converting the dormant clients into active Clients.
ï‚· Regular Regional visits for HNI client meetings, seminars/events.
ï‚· Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure
Products & others).
ï‚· The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market
references
This position reports to PCG-Desk Head
Academic requirements Graduate Or Post Graduate
Location Bangalore
Experience 5-12 Years
Relevant experience 5-7 Years
Team handling experience NA

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS

REQUIRED

Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning

Behavioral Skills
1. Go get the Approach
2. Customer Relationship
3. Customer Satisfaction