Job Description

Private Client Group- Equity Advisor

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi

Designation: Advisor-PCG/ Team Lead

Roles and Responsibilities:

• Execute trades on behalf of clients, aligning with their investment strategies and

preferences.

• Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under

Management (AUM) product penetration.

• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds

(MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory

Services (IAP).

• Acquire new clients while maintaini...