PCG Advisory-Client Acquisition

Avani Consulting; Chennai District, Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Avani Consulting in Chennai seeks an experienced investment broker to execute trades and tailor investment strategies for clients. You will work closely with clients to align trades with their goals and risk profile.

You will provide research advisory, promote third-party products, and focus on acquiring new clients while nurturing existing relationships. Regular portfolio reviews are expected to optimize performance.

Qualifications

• Experience in broking industry is essential.
• Strong client-facing and communication skills.
• Ability to analyze portfolios and advise clients.

Responsibilities

• Execute trades on behalf of clients according to strategies.
• Provide research advisory to generate income and build MTF book.
• Promote and cross-sell third-party investment products (Insurance, MF, PMS, SIP, AIF, Bonds, FD).
• Acquire new clients while maintaining relationships with existing clients.
• Conduct client meetings to review portfolio performance.

Skills

Trading execution

Client advisory

Relationship management

Cross-selling

Job description

Hi,

Role & responsibilities

Key Responsibilities:

1. Execute trades on behalf of clients, aligning with their investment strategies and preferences.

2. Provide our research advisory to the clients based on the client profile to generate income and build MTF book

3. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares

4. Acquire new clients while maintaining and nurturing long-term relationships with existing clients.

5. Conduct client meetings to review portfolio performance.

Preferred candidate profile

Candidate with relevant experience only apply and preferring from broking industries.