PCG Advisor

3 weeks ago


Ahmedabad, India Selections HR Services Private Limited Full time

Position: PCG Advisor


Roles and Responsibilities:


1. Brokering Brilliance: Guide clients on equity portfolio management for long-term investments and provide strategic trading insights for short to medium-term gains.


2. Market Mastery: Stay ahead of the curve with up-to-date market knowledge and intelligence.


3. Compliance Champion: Ensure all actions adhere to Compliance & Risk standards, maintaining integrity and trust.


4. Relationship Royalty: Cultivate enduring relationships with clients, fostering loyalty and driving both retention and new business growth.


Required Candidate Profile:


1. Education: Graduate/Post Graduate with 1-2 years' experience in Equities advisory.


2. Market Savvy: Strong grasp of capital markets dynamics and trends.


3. Results-Driven: Proactive, self-starting attitude with a focus on achieving objectives.


4. Networking Ninja: Exceptional networking and relationship-building skills.


5. Communication Champion: Excellent communication skills, both verbal and written.


6. Certification: NISM Currency Derivatives certified (series 8).


About the Role:


As an Advisor, you're not just providing financial advice – you're sculpting financial futures. Your expertise in equity portfolio management and trading insights will empower clients to navigate the complexities of the market with confidence. By maintaining compliance standards and nurturing client relationships, you'll not only ensure the success of individual investors but also contribute to the growth and reputation of the organization as a trusted financial partner. If you're ready to unleash your potential in the world of finance, this role offers the platform and support you need to thrive.


  • Pcg Advisor

    1 month ago


    Ahmedabad, India Kapil Consultancy,Ahmedabad Full time

    **Job Title: PCG Advisor** **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. -...

  • Mutual Fund Sales

    1 month ago


    Ahmedabad, Gujarat, India Serving Skill Full time

    Ø 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 -...