Analyst at Vitasta Consulting Pvt Ltd
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PCG Advisor - Sales - Bank (3-7 yrs)
Job Specifications
Role Designation: Advisor
Department: PCG
Function: Advisory
Role type: Individual
Reporting to: Group Advisory Leader-PCG
Location: Kolkata
Job Purpose
- Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios.
- New client acquisition for Broking, Investment products - PMS/MF/Fixed Income and Insurance 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 the Compliance process for advice given.
- One New to Firm relationship to be sourced on a 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
Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
Experience: 3+ Years in Equity / MF / PMS / Broking
- Domain Knowledge: Understanding of capital markets
- IT Skills: MS Office
