Advisor-PCG

Roles and Responsibilities :

• Provide expert advice on equity investments to high net worth individuals (HNIs) and corporate clients.
• Manage portfolios by analyzing market trends, identifying opportunities, and making informed investment decisions.
• Develop and maintain strong relationships with existing clients through regular communication, ensuring their financial goals are met.
• Collaborate with other teams to provide comprehensive wealth management solutions.

Job Requirements :

• 5-9 years of experience in equity advisory or related field such as stock broking or wealth management.
• Strong understanding of the stock market, including knowledge of various instruments like equities, bonds, mutual funds etc. .
• Excellent HNI client handling skills with ability to build long-term relationships.
• Proven track record in portfolio management with a focus on achieving optimal returns.