HR Specialist at Talent Hub Acquisition Resource LLP
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PCG Advisor - Sales - Investment/Trading Product (5-12 yrs)
Advisor - PCG
Roles & Responsibilities:
- 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 (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.
Must Have:
- Good Knowledge of capital market
- Portfolio Management
- Financial Planning
