Director at Insta Talent RecruitLLP
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PCG Advisor - Sales - Bank (4-8 yrs)
Job Purpose :
Responsible to generate brokerage primarily through advising HNI/PCG clients on their equity portfolio and new client acquisition. Managing the Equities Investment & Trading portfolio of the existing & New clients will be also responsible for doing IP (investment products).
Key Deliverables :
1. Derivative Trading.
2. Individually handling clients with the book size of 1cr & above.
3. Seamless execution of trades on terminal
4. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.
5. Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets
Role Requirements :
- Educational Qualifications : Graduation in any discipline, MBA Finance, NCFM
- Experience : 5+ Years in Financial Markets
- Domain Knowledge : Understanding of capital markets
- IT Skills : MS Office
