PCG Equity Advisor

2sr Innovations; Mumbai, Ahmedabad District; On-site; INR 700,000 - 1,100,000; Full time

Job summary

2sr Innovations is seeking an Equity Advisor in Mumbai. The role involves executing trades for clients under regulatory guidelines and offering investment advisory across MF, PMS, and FD segments. You will also acquire and service HNI/Ultra-HNI clients.

Additionally, the position requires conducting regular portfolio reviews and advising based on market trends and return objectives, while driving cross-selling of third-party products to boost client portfolios and wallet share.

Qualifications

• Portfolio reviews and client return objectives understanding.

Responsibilities

• Execute trades on behalf of clients with regulatory compliance and risk management.
• Provide comprehensive investment advisory across MF, PMS, and FD segments.
• Acquire and service HNI/Ultra-HNI clients.
• Drive cross-selling of third-party products to enhance client portfolios and wallet share.

Job description

PCG Equity Advisor

Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.
Provide comprehensive investment advisory across segments MF PMS FD
Acquire and service HNI/Ultra-HNI clients

Required Candidate profile

Conduct regular portfolio reviews and provide advice based on market trends and client return objectives.
Drive cross-selling of third-party products to enhance client portfolios and wallet share.

Perks and benefits

Interested ones can connect with Ruhi @ 9113961458