Advisor -PCG TL

Advisor – PCGReporting To -Group Advisory Leader – PCGLocation- MumbaiJob PurposeGenerate brokerage by advising HNI/PCG clients on equity portfolios.Manage investment & trading portfolios of existing and new clients.Drive new client acquisition.Handle investment products (IP) along with equity trading.Key DeliverablesDerivative trading.Independently...

Job 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...

PCG 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 profileQualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain...

Job PurposeTo 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...

Advise HNI/PCG clients on equity & IP Manage portfolios (1 Cr+ book size) Drive client acquisition & trades Derivatives, Equity, Currency & Commodity advisory 5+ yrs exp, MBA/NCFM preferred

This Opportunity is with a leading Financial Services company for their office in Mumbai locationRole: Sr. PCG AdvisorExperience: YearsJob Description:Roles & Responsibilities:Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.Recommend suitable investment products such as mutual funds, equities, bonds, insurance,...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

KEY RESPONSIBILITIESAdvising clients on the portfolios and cross selling of third party products.Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.Business analysis and business development by giving training and seminars.For managing day to day or daily client risk. To coordinate with CSE...

Job Title: Head - PMS SalesLocation: MumbaiReports To: PromoterJob Summary:The Head - PMS Sales will be responsible for driving the sales of Portfolio Management Services (PMS) products through B2B channels, including Wealth Managers, Private Client Groups (PCG), Banks, and Independent Financial Advisors (IFAs). The role requires a strategic mindset, strong...

Work experience - Min 6-10 years experience in driving HNI business.Roles and ResponsibilitiesMust have experience in Equity Dealing of HNI Clients.Handling Business Development Activity & Supporting HNI Group to enhance Business & increasing productivity of HNI vertical.Driving Equity & Third Party Business for given product in coordination with Regional...