PCG Advisory Role - Securities & Broking Firm (1-10 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, analysing information & recommending portfolios.
5.Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets
