Advisor -PCG TL

4 weeks ago

New Delhi, India KG Engineering & Consultancy Full time

Job Title: Advisor – PCG Team Lead Location:Mumbai Experience:Minimum 5 years in broking, with team-handling experience Notice Period / Gap:Up to 10 daysKey Responsibilities: Playing-Captain Role : Responsible for own P&L delivery while managing and mentoring a team Attract, onboard, and lead a team of 4–5 advisors & traders Execute trades and orders (derivatives, options, cash) personally Manage HNI/UHNI client portfolios with high service standards Drive client acquisition and retention for both self and team members Ensure team achieves cross-selling and revenue targetsKey Skills & Qualifications: Trading/order-punching proficiency across segments Proven leadership—hiring, mentoring, and developing trading/advisory talent Strong in HNI/UHNI relationship management In-depth product knowledge (derivatives, options, cash, trading strategy) Excellent communication, coaching, and drive for resultsKPIs & Targets: Personal and team AUM and revenue goals New client acquisition (self + team) Team trading volumes Cross-sell percentages across team portfolios

  • PCG Advisor

    3 weeks ago

    New Delhi, India KG Engineering & Consultancy Full time

    JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat 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...

  • PCG Advisor

    6 days ago

    New Delhi, India KG Engineering & Consultancy Full time

    JOB DESCRIPTIONSUMMARY Job Title: PCG Advisor Experience: Minimum 4 years Location: Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat 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...

  • PCG Advisor

    1 day ago

    Delhi, NCR, India VEERWAL GETWORK SERVICES PRIVATE LIMITED Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    PCG Advisor Broking CompaniesLooking min 4 Years of experience as Equity DealerDealing with HNI ClientDealing in PMS , AIF and Mutual fundsDo HNI Client Acquisition NISM - 8 is mandatory

  • Advisor - PCG

    4 weeks ago

    New Delhi, India KG Engineering & Consultancy Full time

    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 VIIIKey Responsibilities: Executing trades and order-punching across equity, derivatives, options, and cash segments Managing and servicing an existing base of HNI & UHNI clients...

  • Pcg Advisor-, Derivative Advisor

    2 weeks ago

    Delhi, Delhi, India Serving Skill 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. Handling Queries &...

  • Pcg Advisor-commodity Advisor

    2 weeks ago

    Delhi, Delhi, India Serving Skill 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. Handling Queries &...

  • PCG Equity Advisor

    3 days ago

    Delhi, Kolkata, NCR, Pune, India Genius Consultants Full time ₹ 9,00,000 - ₹ 15,00,000 per year

    Private Client Group - Equity AdvisorLocation: Pune,Kolkata,DelhiDesignation: Equity Advisor (PCG)Roles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and...

  • VP/ AVP/ DVP PCG

    1 week ago

    Mumbai, Navi Mumbai, New Delhi, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality...

  • Group Advisor-financial Market

    1 week ago

    Janpath, Delhi, Delhi, India Prakhar Software Solutions Pvt Ltd Full time

    **Position Name**: Group Leader** **Experience Required**: - 5+ years in Financial Markets - 2+ years in a leadership role **Roles and Responsibilities**: - Full P&L responsibility for the team, ensuring that financial year targets are met. - Drive new business initiatives as directed by the organization. - Deliver quality results within deadlines,...

  • VP/ AVP/ DVP

    3 weeks ago

    Vadodara, Delhi, Indore, India Quick Turtle Full time

    Job Description VP/AVP/DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance QuickTurtle is seeking a highly experienced and strategic VP/AVP/DVP - PCG Advisor, B2B Partner Alliance to join our team. You'll be instrumental in advising Ultra HNI clients, fostering strong relationships with our B2B partners, and driving significant business growth...