PGC Advisor - Sales - Mutual Fund/PMS (5-14 Yrs) Bangalore/Mumbai/Delhi (BFSI Sales)

- 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 referencesFunctional / Technical Skills1. Good Knowledge of capital market2. Portfolio Management3. Financial Planning (ref:updazz.com)

Payroll Type : Permanent