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Quick Turtle
PCG Advisor
12 days ago
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Important information
Contract type:
Permanent
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
15 October 2026
What they need
Experience - 3 Year To 5 Years in the Stock Broking firms
Responsibilities
- Execute trades on behalf of clients, aligning with their investment strategies and preferences.
- Provide our research advisory to the clients based on the client profile to generate income and build MTF book.
- Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares.
- Acquire new clients with ticket size of L To Lac, while maintaining and nurturing long-term relationships with existing clients.
- Conduct client meetings to review portfolio performance.
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