PCG Advisor - Sales - Bank (3-7 Yrs) Kolkata (BFSI Sales)

Job SpecificationsRole Designation: AdvisorDepartment: PCGFunction: AdvisoryRole type: IndividualReporting to: Group Advisory Leader-PCGLocation: KolkataJob 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 (ref:updazz.com)

Payroll Type : Permanent