01Overview
JD for PCG Advisor
Reporting: PCG Desk Head
Understanding the Markets, Technical & Fundamental Stock market reports and advising the
same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
Understanding of Derivative Strategies.
To improve Market share in Trading and Delivery calls through our advisory calls for the
clients mapped to Desk and the respective Advisor.
Generate direct brokerage revenues by advising various trading and stock ideas based on the
market pulse to the clients.
Regular meetings with Active clients, converting the dormant clients into active.
Regular Regional visit for HNI client meetings, seminar/events.
Cross sell of Third party focussed products as suggested by the Anand Rathi group (includes
MF, PMS, Structure Products and others).
The person should be able to acquire HNI / UHNI Clients with reference from existing clients
and other market references.
Maintaining and submission of periodic MIS as per the requirement of the Reporting Head.
Revenue generation and increasing the revenue share within the ambit of the internal &
external approved policies of RMS and Compliance regularities.
Candidate should have minimum experience of around 5 years from banking and broking
industries and managing bank AUM of HNI Clients. .
