Executive at HireMore India
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PGC Advisor - Sales - Mutual Fund/PMS (5-14 yrs)
- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
- Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
- Regular meetings with Active clients, converting the dormant clients into active Clients.
- Regular Regional visits for HNI client meetings, seminars/events.
- Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others).
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references
Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
