PBG Desk

Responsibilities:

• Order Placement: Accurately place orders for clients after obtaining proper consent, ensuring all transactions are processed correctly.
• Client Relationship Building & Education: Build strong, lasting relationships with clients and educate them comprehensively about various investment opportunities and strategies.
• Client Acquisition & Cross-selling: Achieve client acquisition targets and effectively cross-sell third-party financial products such as Mutual Funds (MF), Insurance, Fixed Deposits (FD), and RBI Bonds.
• Client Meetings: Conduct direct client meetings and participate in joint meetings with Bank PBG Relationship Managers to deepen client relationships and drive sales.
• Research Idea Pitching: Proactively pitch the company's research ideas and investment recommendations to customers, demonstrating value and expertise.

Required Skills:

• Graduation is a must.
• NISM 8 certification (Equity & Derivatives) / NISM 5 certification (Mutual Funds).
• Mandatory Stock Market knowledge.
• Good communication skills (verbal and written).
• Strong interpersonal skills.
• Ability to understand client needs and provide suitable investment advice.