Job Description
Job Description
Private Client Group - Equity Advisor
Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi
Designation: Advisor-PCG
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 maintaining and nurturing long-term relationships with existing
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