PCG - Advisor
3 days ago
About the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and personalized equity advice to assigned PCG clients (trading and investment ideas) Conduct client meetings and provide research-based advisory support Maintain strong client relationships and ensure client upgrades where applicable Adhere to all processes and compliance guidelines related to advisory delivery Share client feedback and market insights with the Senior PCG Advisor Collaborate with the sales team to offer specialized advisory support Requirements: Education: Graduate in any discipline; MBA (Finance) preferred; NCFM certification required Experience: Minimum 5-8 years in financial markets Domain Knowledge: Strong understanding of capital markets and investment products Technical Skills: Proficiency in MS Office CTC : Up to 18 LPA If you have a strong background in equity advisory and enjoy working closely with HNI clients, wed love to hear from you For More Information: Komal B. / HR Team Phone/WhatsApp:
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PCG - Advisor
2 days ago
Chennai, India TekPillar® Full timeAbout the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:- Deliver timely and...
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PCG - Advisor
2 days ago
Chennai, India TekPillar® Full timeAbout the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and...
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PCG - Advisor
2 days ago
Chennai, India TekPillar Full timeAbout the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: - Deliver timely and...
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PCG - Advisor
3 days ago
Chennai, India TekPillar® Full timeAbout the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and...
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PCG - Advisor
2 days ago
Chennai, India TekPillar® Full timeAbout the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and...
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Pcg Advisor
1 week ago
Chennai, India Aspire Technologies Full timeHiring For PCG Advisor_WF0 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 - Handling...
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PCG Sr. Advisor
2 weeks ago
Chennai, Hyderabad, Mumbai, India KG Engineering And Consultancy Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to ...
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Hyderabad, Chennai, Pune, India Quick Turtle Full timeJob Description - Position - VP AVP DVP - PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee IFA/B2B), Equity Broking. - Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/Commodit . Managing large customers with book size of 25lacs & above. - Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability...
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Pcg Advisor
5 days ago
Chennai, India Unacademy Full timeAdvising 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. - Handling Queries & complains of client's & solving it within...
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SVP/VP/ AVP/ Relationship Managers- PCG
4 weeks ago
Bengaluru, Chennai, Pune, India Quick Turtle Full timeJob Description - Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. - Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. - Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...
