PCG Equity Advisor

Stylein Consultancy; Pune District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Stylein Consultancy in Pune, India seeks an experienced PCG Equity Advisor to guide High Net-Worth clients on equity, derivatives, currency and commodity markets. The role involves managing a client book of 25 lacs and above, generating revenue and activating new clients through strategic advisory.

You will also cross-sell mutual funds, PMS and Insurance, handle client queries within TAT, and strive to acquire new clients while retaining existing ones through regular meetings.

Qualifications

• 4-6 years of equity advisory experience.
• Experience handling Super HNI clients.
• Ability to manage a book size of 25 lacs & above.

Responsibilities

• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
• Individually handling clients with the book size of 25 lacs & above.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Mutual fund, PMS, Insurance.
• Handling Queries & complains of client's & solving it within TAT.
• Acquiring new clients & retaining the old clients by periodic meetings.

Skills

Equity advisory

Derivatives knowledge

Client management

Cross selling

Job description

Role-PCG Equity Advisor

• Open Positions : 8
• Role : PCG advisory
• Exp : 4-6 yrs

Responsibilities

• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
• Individually handling clients with the book size of 25 lacs & above.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Mutual fund, PMS, Insurance.
• Handling Queries & complains of client's & solving it within TAT.
• Acquiring new clients & retaining the old clients by periodic meetings.