
Advisor - PCG
3 days ago
Job Title: Advisor – PCG
Location: Mumbai, Hyderabad, Chennai, Bangalore
Experience: Minimum 3 years in broking/trading domain
Notice Period / Gap: Up to 60 days
Certification: NISM VIII
Key Responsibilities:
- Executing trades and order-punching across equity, derivatives, options, and cash segments
- Managing and servicing an existing base of HNI & UHNI clients
- Acquiring new clients through research, events, referrals, or network
- Ensuring exceptional client servicing and relationship building
- After 2 years of tenure or upon completion of MO milestone, achieving cross-sell targets (e.g., mutual funds, insurance, lending)
Key Skills & Qualifications:
- Solid experience in trading platform operation and order execution
- Deep understanding of derivatives, options, and equity cash markets
- Proven track record in HNI/UHNI client interaction & relationship management
- Self-motivated with strong client acquisition capabilities
- Excellent communication and client-centric orientation
KPIs & Targets:
- Client acquisitions per quarter
- AUM growth in existing client portfolios
- Trade execution volumes and revenue generation
- Cross-sell ratio post 2-year milestone
-
PCG - Advisor
2 weeks ago
Mumbai, Maharashtra, India AnandRathi Full timeJob DescriptionAnand Rathi share and stock brokers limited is looking for PCG - Advisor to join our dynamic team and embark on a rewarding career journey.Responsibilities:- Provide expert advice and insights on specific subject matters.- Assist clients or management in decision-making processes.- Conduct thorough research to support advisory services.-...
-
Pcg- Advisor
1 week ago
Mumbai, Maharashtra, India Rojgar group Full time**Advisor - PCG** **Contact no - 7876212244** **Job Types**: Full-time, Permanent Pay: ₹1,000,000.00 - ₹2,500,000.00 per year **Benefits**: - Cell phone reimbursement - Food provided - Life insurance - Work from home Schedule: - Day shift - Rotational shift Supplemental Pay: - Commission pay - Performance bonus - Yearly bonus Work Location: In...
-
PCG Equity Advisor
4 days ago
Mumbai, India 2sr Innovations Full timePCG Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profile Qualification: Graduation Experience: 3+ Years in Equity / MF / PMS / BrokingDomain...
-
PCG Trainer
4 days ago
Mumbai, India Motilal Oswal Financial Services (MOFSL) Full timeJob Purpose To design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...
-
Advisor - PCG
2 days ago
Mumbai, India KG Engineering & Consultancy Full timeJob Title: Advisor – PCG Location: Mumbai, Hyderabad, Chennai, Bangalore Experience: Minimum 3 years in broking/trading domain Notice Period / Gap: Up to 60 days Certification: NISM VIII Key Responsibilities: - Executing trades and order-punching across equity, derivatives, options, and cash segments - Managing and servicing an existing base of HNI &...
-
Advisor -PCG TL
1 day ago
Mumbai, India KG Engineering & Consultancy Full timeJob Title: Advisor – PCG Team LeadLocation: MumbaiExperience: Minimum 5 years in broking, with team-handling experienceNotice Period / Gap: Up to 10 daysKey Responsibilities:Playing-Captain Role : Responsible for own P&L delivery while managing and mentoring a teamAttract, onboard, and lead a team of 4–5 advisors & tradersExecute trades and orders...
-
Advisor - PCG
4 hours ago
Mumbai, India KG Engineering & Consultancy Full timeJob Title: Advisor – PCGLocation: Mumbai, Hyderabad, Chennai, BangaloreExperience: Minimum 3 years in broking/trading domainNotice Period / Gap: Up to 60 daysCertification: NISM VIIIKey Responsibilities:Executing trades and order-punching across equity, derivatives, options, and cash segmentsManaging and servicing an existing base of HNI & UHNI...
-
Advisor-pcg - Mutual Fund
2 weeks ago
Mumbai, Maharashtra, India Serving Skill Full timeØ Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...
-
Advisor -PCG TL
4 hours ago
Mumbai, India KG Engineering & Consultancy Full timeJob Title: Advisor – PCG Team LeadLocation: MumbaiExperience: Minimum 5 years in broking, with team-handling experienceNotice Period / Gap: Up to 10 daysKey Responsibilities:Playing-Captain Role : Responsible for own P&L delivery while managing and mentoring a teamAttract, onboard, and lead a team of 4–5 advisors & tradersExecute trades and orders...
-
Advisor - PCG
2 days ago
mumbai, India KG Engineering & Consultancy Full timeJob Title: Advisor – PCG Location: Mumbai, Hyderabad, Chennai, BangaloreExperience: Minimum 3 years in broking/trading domainNotice Period / Gap: Up to 60 daysCertification: NISM VIIIKey Responsibilities:Executing trades and order-punching across equity, derivatives, options, and cash segmentsManaging and servicing an existing base of HNI & UHNI...