Equity Advisor-Private Client Group(PCG) Kolkata

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory 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...

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...

Position : Sales Trader / PCG Advisor Location : Kolkata Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI & PCG Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

Role & responsibilities :Responsible to Brokerage generation primarily through advising HNI clientson their Equity & Derivative portfolio.New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets.Key Deliverables:Ensure timely advice to customers for Equity and Derivative marketsPortfolio Review to...

Advisor PCG - Any Graduate Contact HR- 8638330959 Male / Female both 2-5 years experience required from same background Salary -6-20 LPA Location -Kolkata **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental Pay: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person

**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,...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket 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...

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...

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: - Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. - Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM AdvisorVertical: RetailRoles and Responsibilities:- Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.- Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...