KG Engineering & Consultancy
Senior Financial Advisor
₹ Check with seller / month
✓ Actively Hiring
🏠 Remote / WFH
💼 Full Time
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Job at a Glance
- Category
- Accountant
- Location
- Remote / WFH
- Salary
- Check with seller
- Job Type
- Remote / WFH
- Company
- KG Engineering & Consultancy
- Status
- Open & Active
Job Description
Job Specifications
Role Designation: Sr. Advisor
Department: PCG
Function: Advisory
Company: MOFSL
Reporting to: Group Advisory Leader-PCG
Location: Hyderabad, Bangalore, Ahmedabad, Chennai, Mumbai
Job Purpose
Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment. Must have strong client base.
Key Deliverables
1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise to PCG customers in a joint manner
Role & Requirements
Educational Qualifications: Graduation in any discipline, MBA Finance, NISM VIII(mandatory) Experience: 4+ Years in Financial Markets
Domain Knowledge: Understanding of capital markets
IT Skills: MS Office
Role Designation: Sr. Advisor
Department: PCG
Function: Advisory
Company: MOFSL
Reporting to: Group Advisory Leader-PCG
Location: Hyderabad, Bangalore, Ahmedabad, Chennai, Mumbai
Job Purpose
Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment. Must have strong client base.
Key Deliverables
1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise to PCG customers in a joint manner
Role & Requirements
Educational Qualifications: Graduation in any discipline, MBA Finance, NISM VIII(mandatory) Experience: 4+ Years in Financial Markets
Domain Knowledge: Understanding of capital markets
IT Skills: MS Office
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