Leading Securities Company·1 day ago
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PCG Advisory
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What you'll do
- Acquire and onboard HNI/UHNI, affluent and premium clients through market mapping, references, networking and existing relationships.
- Develop and maintain long-term relationships with Private Client Group (PCG) customers.
- Understand clients' investment objectives, risk profile and financial requirements.
- Provide investment ideas and market insights across Equity, F&O, IPOs, Mutual Funds, Bonds and other investment products.
- Generate revenue through brokerage, trading activity, advisory and cross-selling of financial products.
- Drive equity and derivatives trading volumes from the existing client base.
- Actively monitor client portfolios and identify opportunities for portfolio enhancement.
- Coordinate with research, dealing and product teams to provide timely investment support to clients.
- Execute client orders accurately through the trading terminal while maintaining compliance with internal policies.
- Increase AUM, client activation, revenue and wallet share within the assigned portfolio.
- Conduct regular client reviews and provide updates on market movements and relevant investment opportunities.
What they're looking for
- Experience in acquiring and onboarding HNI/UHNI, affluent and premium clients.
- Strong understanding of investment products including Equity, F&O, IPOs, Mutual Funds, and Bonds.
- Proven ability to manage and maintain long-term client relationships.
- Ability to generate revenue through brokerage, trading activity, and cross-selling.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Acquire and onboard HNI/UHNI, affluent and premium clients through market mapping, references, networking and existing relationships.
- Develop and maintain long-term relationships with Private Client Group (PCG) customers.
- Understand clients' investment objectives, risk profile and financial requirements.
- Provide investment ideas and market insights across Equity, F&O, IPOs, Mutual Funds, Bonds and other investment products.
- Generate revenue through brokerage, trading activity, advisory and cross-selling of financial products.
- Drive equity and derivatives trading volumes from the existing client base.
- Actively monitor client portfolios and identify opportunities for portfolio enhancement.
- Coordinate with research, dealing and product teams to provide timely investment support to clients.
- Execute client orders accurately through the trading terminal while maintaining compliance with internal policies.
- Increase AUM, client activation, revenue and wallet share within the assigned portfolio.
- Conduct regular client reviews and provide updates on market movements and relevant investment opportunities.
Company
Leading Securities Company
Kolkata, India
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